|
AAPL
|
US |
APPLE INC |
60,264 |
$15M |
9.42% |
-1.9%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
42,603 |
$12M |
7.71% |
23.7%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
40,431 |
$12M |
7.49% |
4.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
60,241 |
$11M |
7.16% |
7.8%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
25,251 |
$11M |
7.15% |
8.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
51,775 |
$11M |
7.09% |
11.3%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
11,787 |
$11M |
6.74% |
6.3%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
43,683 |
$10M |
6.54% |
6.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
24,791 |
$10M |
6.52% |
12.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
77,261 |
$10M |
6.48% |
-9.5%
|
- |
|
WMT
|
US |
WALMART INC |
111,524 |
$10M |
6.29% |
0.2%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
55,499 |
$7M |
4.46% |
43.1%
|
- |
|
TSLA
|
US |
TESLA INC |
10,985 |
$4M |
2.77% |
-58.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
14,208 |
$3M |
1.68% |
-3.8%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
3,416 |
$2M |
1.25% |
41.4%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
3,563 |
$2M |
1.14% |
40.7%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
2,816 |
$2M |
1.03% |
-
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
19,878 |
$1M |
0.61% |
-
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
3,724 |
$1M |
0.56% |
-
|
- |
|
SBUX
|
US |
STARBUCKS CORP |
8,261 |
$1M |
0.47% |
-8.6%
|
- |