|
CGGO
|
US |
CAP GROUP GLOBAL GROWTH |
1,285,198 |
$38M |
19.35% |
4.4%
|
- |
|
CGGR
|
US |
CAP GROUP GROWTH EQUITY |
423,218 |
$16M |
8.11% |
0.4%
|
- |
|
AAPL
|
US |
APPLE INC |
50,277 |
$13M |
6.49% |
-0.3%
|
- |
|
IUSG
|
US |
ISHARES CORE S&P U.S. GROWTH |
88,389 |
$12M |
6.35% |
-0.4%
|
- |
|
SPYV
|
US |
SPDR PORT S&P 500 VALUE |
217,173 |
$11M |
5.72% |
2.4%
|
- |
|
IUSV
|
US |
ISHARES CORE S&P U.S. VALUE |
91,203 |
$8M |
4.35% |
0.0%
|
- |
|
SPYG
|
US |
SPDR PORTFOLIO S&P 500 GROWT |
79,179 |
$7M |
3.59% |
1.1%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
106,847 |
$7M |
3.43% |
1.5%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
15,763 |
$5M |
2.72% |
0.0%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
8,803 |
$5M |
2.67% |
-0.3%
|
- |
|
DFAC
|
US |
DIMENSIONAL US CORE EQUITY 2 |
147,695 |
$5M |
2.63% |
3.1%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
88,848 |
$5M |
2.39% |
2.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
10,736 |
$5M |
2.33% |
-0.3%
|
- |
|
ACWI
|
US |
ISHARES MSCI ACWI ETF |
36,533 |
$4M |
2.21% |
-7.7%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
48,387 |
$3M |
1.59% |
-
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
5,152 |
$3M |
1.43% |
-
|
- |
|
ACWX
|
US |
ISHARES MSCI ACWI EX US ETF |
50,880 |
$3M |
1.37% |
0.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
19,061 |
$3M |
1.32% |
0.0%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
13,670 |
$2M |
1.18% |
-1.8%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
19,453 |
$2M |
1.08% |
-
|
- |