|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
49,435 |
$14M |
10.15% |
9.4%
|
- |
|
AAPL
|
US |
APPLE INC |
36,791 |
$9M |
6.53% |
-0.5%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
283,132 |
$6M |
4.55% |
200.9%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
21,167 |
$5M |
3.60% |
2.6%
|
- |
|
NVO
|
US |
NOVO-NORDISK A/S-SPONS ADR |
54,638 |
$5M |
3.33% |
-3.0%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
15,906 |
$4M |
2.98% |
3.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
8,459 |
$4M |
2.53% |
-1.6%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
60,288 |
$3M |
2.45% |
0.3%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
7,724 |
$3M |
2.25% |
-
|
- |
|
SYK
|
US |
STRYKER CORP |
8,820 |
$3M |
2.25% |
0.6%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
15,783 |
$3M |
2.19% |
4.7%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
15,527 |
$3M |
1.86% |
0.3%
|
- |
|
ORCL
|
US |
ORACLE CORP |
15,655 |
$3M |
1.85% |
-
|
- |
|
XLU
|
US |
UTILITIES SELECT SECTOR SPDR |
30,294 |
$2M |
1.62% |
-1.7%
|
- |
|
CAT
|
US |
CATERPILLAR INC |
6,156 |
$2M |
1.58% |
-2.0%
|
- |
|
XLV
|
US |
HEALTH CARE SELECT SECTOR |
15,664 |
$2M |
1.53% |
1.5%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
11,853 |
$2M |
1.41% |
-1.7%
|
- |
|
PEP
|
US |
PEPSICO INC |
12,690 |
$2M |
1.37% |
-0.2%
|
- |
|
WMT
|
US |
WALMART INC |
19,262 |
$2M |
1.23% |
-3.0%
|
- |
|
VT
|
US |
VANGUARD TOT WORLD STK ETF |
13,800 |
$2M |
1.15% |
36.6%
|
- |