|
AAPL
|
US |
APPLE INC |
72,597 |
$18M |
8.67% |
-0.1%
|
- |
|
AOR
|
US |
ISHARES CORE GROWTH ALLOCATI |
306,626 |
$18M |
8.38% |
4.2%
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
501,571 |
$15M |
6.99% |
1.9%
|
- |
|
WFC
|
US |
WELLS FARGO & CO |
171,018 |
$12M |
5.73% |
9.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
87,412 |
$12M |
5.60% |
0.1%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
348,220 |
$8M |
3.85% |
197.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
27,668 |
$8M |
3.82% |
100.0%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
85,293 |
$6M |
3.04% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
15,134 |
$6M |
3.04% |
-0.8%
|
- |
|
IEUR
|
US |
ISHARES CORE MSCI EUROPE ETF |
105,898 |
$6M |
2.73% |
1.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
25,037 |
$5M |
2.62% |
-1.7%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
21,251 |
$5M |
2.45% |
100.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
23,892 |
$5M |
2.16% |
-0.4%
|
- |
|
AOA
|
US |
ISHARES CORE AGGRESSIVE ALLO |
58,994 |
$5M |
2.16% |
0.0%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
55,778 |
$4M |
2.06% |
100.0%
|
- |
|
AOM
|
US |
ISHARES CORE MODERATE ALLOCA |
98,104 |
$4M |
2.03% |
1.5%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
158,463 |
$4M |
1.95% |
97.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
17,232 |
$4M |
1.91% |
-0.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
6,184 |
$4M |
1.73% |
10.0%
|
- |
|
IFRA
|
US |
ISHARES US INFRASTRUCTURE |
78,417 |
$4M |
1.73% |
-1.8%
|
- |