IVV
|
US |
ISHARES CORE S&P 500 ETF |
70,590 |
$42M |
15.56% |
-0.9%
|
- |
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
309,677 |
$36M |
13.36% |
-0.2%
|
- |
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
701,250 |
$34M |
12.56% |
-0.9%
|
- |
SPY
|
US |
SPDR S&P 500 ETF TRUST |
28,139 |
$17M |
6.20% |
-2.2%
|
- |
LLY
|
US |
ELI LILLY & CO |
14,917 |
$12M |
4.31% |
0.2%
|
- |
AAPL
|
US |
APPLE INC |
41,755 |
$10M |
3.92% |
-1.2%
|
- |
HI
|
US |
HILLENBRAND INC |
283,378 |
$9M |
3.27% |
-0.1%
|
- |
VB
|
US |
VANGUARD SMALL-CAP ETF |
31,391 |
$8M |
2.82% |
-1.5%
|
- |
SCHP
|
US |
SCHWAB U.S. TIPS ETF |
233,975 |
$6M |
2.26% |
85.4%
|
- |
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
18,876 |
$5M |
2.05% |
-9.3%
|
- |
EFA
|
US |
ISHARES MSCI EAFE ETF |
63,121 |
$5M |
1.79% |
-2.7%
|
- |
SCZ
|
US |
ISHARES MSCI EAFE SMALL-CAP |
78,367 |
$5M |
1.78% |
100.0%
|
- |
NVDA
|
US |
NVIDIA CORP |
34,234 |
$5M |
1.72% |
-1.3%
|
- |
MSFT
|
US |
MICROSOFT CORP |
10,468 |
$4M |
1.65% |
5.0%
|
- |
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
44,286 |
$4M |
1.61% |
100.0%
|
- |
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
58,376 |
$4M |
1.54% |
69.5%
|
- |
AMZN
|
US |
AMAZON.COM INC |
18,621 |
$4M |
1.53% |
3.8%
|
- |
VOO
|
US |
VANGUARD S&P 500 ETF |
7,562 |
$4M |
1.53% |
2.6%
|
- |
VNQ
|
US |
VANGUARD REAL ESTATE ETF |
40,653 |
$4M |
1.36% |
182.2%
|
- |
TSLA
|
US |
TESLA INC |
5,266 |
$2M |
0.80% |
7.6%
|
- |