|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
34,573 |
$20M |
10.02% |
-0.3%
|
- |
|
VCIT
|
US |
VANGUARD INT-TERM CORPORATE |
226,324 |
$18M |
8.94% |
0.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
63,911 |
$14M |
6.90% |
-
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
148,952 |
$12M |
5.72% |
17.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
22,159 |
$10M |
4.94% |
0.1%
|
- |
|
SPYG
|
US |
SPDR PORTFOLIO S&P 500 GROWT |
112,707 |
$10M |
4.88% |
1.7%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
5,907 |
$5M |
2.66% |
0.1%
|
- |
|
IWP
|
US |
ISHARES RUSSELL MID-CAP GROW |
42,243 |
$5M |
2.64% |
1.3%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
93,812 |
$5M |
2.57% |
2.5%
|
- |
|
SPYV
|
US |
SPDR PORT S&P 500 VALUE |
99,025 |
$5M |
2.49% |
0.9%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
65,167 |
$5M |
2.25% |
1.4%
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
27,385 |
$4M |
2.18% |
3.2%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
84,861 |
$4M |
2.09% |
-4.0%
|
- |
|
VONG
|
US |
VANGUARD RUSSELL 1000 GROWTH |
37,405 |
$4M |
1.90% |
-0.2%
|
- |
|
SLYV
|
US |
SPDR S&P 600 SMALL CAP VALUE |
44,351 |
$4M |
1.90% |
0.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
20,376 |
$4M |
1.90% |
1.1%
|
- |
|
DFAS
|
US |
DIMENSIONAL US SMALL CAP ETF |
52,662 |
$3M |
1.69% |
-0.4%
|
- |
|
VBK
|
US |
VANGUARD SMALL-CAP GRWTH ETF |
12,056 |
$3M |
1.66% |
-0.3%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
22,742 |
$3M |
1.62% |
1.7%
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
14,426 |
$3M |
1.62% |
0.6%
|
- |