|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
226,327 |
$22M |
15.92% |
-2.0%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
229,763 |
$8M |
5.69% |
-0.8%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
80,080 |
$7M |
4.76% |
2.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
21,871 |
$6M |
4.60% |
17.2%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
99,729 |
$6M |
4.51% |
1.6%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
22,241 |
$5M |
3.57% |
5.8%
|
- |
|
SJNK
|
US |
SPDR BLOOMBERG SHORT TERM HI |
143,879 |
$4M |
2.64% |
2.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
23,643 |
$3M |
2.30% |
-3.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
14,036 |
$3M |
2.23% |
-2.3%
|
- |
|
SPEM
|
US |
SPDR PORTFOLIO EMERGING MARK |
62,303 |
$2M |
1.73% |
2.3%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
4,632 |
$2M |
1.72% |
-18.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
12,159 |
$2M |
1.67% |
1.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
4,860 |
$2M |
1.49% |
3.7%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
39,911 |
$2M |
1.46% |
29.2%
|
- |
|
WMT
|
US |
WALMART INC |
19,359 |
$2M |
1.27% |
-3.1%
|
- |
|
NFLX
|
US |
NETFLIX INC |
1,932 |
$2M |
1.25% |
-6.6%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
1,864 |
$2M |
1.24% |
7.6%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
5,702 |
$2M |
1.23% |
-0.8%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
6,573 |
$2M |
1.14% |
0.3%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
2,647 |
$2M |
1.12% |
-3.5%
|
- |