|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
103,412 |
$7M |
5.62% |
-1.9%
|
- |
|
AAPL
|
US |
APPLE INC |
27,773 |
$7M |
5.38% |
-2.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
15,991 |
$7M |
5.22% |
-0.2%
|
- |
|
TSLA
|
US |
TESLA INC |
16,220 |
$7M |
5.07% |
-8.7%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
61,882 |
$6M |
4.62% |
3.4%
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
29,804 |
$6M |
4.27% |
4.4%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
12,537 |
$5M |
3.90% |
-1.8%
|
- |
|
IWP
|
US |
ISHARES RUSSELL MID-CAP GROW |
29,022 |
$4M |
2.85% |
-17.1%
|
- |
|
EEM
|
US |
ISHARES MSCI EMERGING MARKET |
85,566 |
$4M |
2.77% |
-4.7%
|
- |
|
IBM
|
US |
INTL BUSINESS MACHINES CORP |
14,796 |
$3M |
2.52% |
-0.9%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
28,257 |
$3M |
2.35% |
-0.8%
|
- |
|
IWS
|
US |
ISHARES RUSSELL MID-CAP VALU |
22,738 |
$3M |
2.28% |
51.8%
|
- |
|
MCD
|
US |
MCDONALD'S CORP |
9,905 |
$3M |
2.22% |
1.8%
|
- |
|
HD
|
US |
HOME DEPOT INC |
6,660 |
$3M |
2.00% |
2.0%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
14,592 |
$2M |
1.89% |
0.3%
|
- |
|
IWO
|
US |
ISHARES RUSSELL 2000 GROWTH |
7,520 |
$2M |
1.68% |
3.2%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
14,979 |
$2M |
1.68% |
0.3%
|
- |
|
RTX
|
US |
RTX CORP |
16,111 |
$2M |
1.44% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
3,147 |
$2M |
1.43% |
-2.3%
|
- |
|
CVX
|
US |
CHEVRON CORP |
12,072 |
$2M |
1.35% |
2.0%
|
- |