|
NVDA
|
US |
NVIDIA CORP |
49,836 |
$7M |
5.74% |
-3.3%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
278,240 |
$6M |
5.53% |
212.4%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
189,238 |
$5M |
4.20% |
451.0%
|
- |
|
SPGM
|
US |
SPDR PORTFOLIO MSCI GLOBAL S |
72,807 |
$5M |
3.96% |
4.9%
|
- |
|
SPAB
|
US |
SPDR PORTFOLIO AGGREGATE BON |
169,979 |
$4M |
3.64% |
5.0%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
223,665 |
$4M |
3.55% |
114.4%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
140,198 |
$4M |
3.35% |
305.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
9,126 |
$4M |
3.30% |
3.0%
|
- |
|
AAPL
|
US |
APPLE INC |
14,589 |
$4M |
3.13% |
4.8%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
117,369 |
$3M |
2.62% |
215.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
13,859 |
$3M |
2.61% |
3.7%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
37,404 |
$3M |
2.31% |
6.7%
|
- |
|
ADBE
|
US |
ADOBE INC |
5,969 |
$3M |
2.28% |
1.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
13,808 |
$3M |
2.24% |
100.0%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
3,117 |
$2M |
2.06% |
1.5%
|
- |
|
PH
|
US |
PARKER HANNIFIN CORP |
3,713 |
$2M |
2.03% |
-0.1%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
7,080 |
$2M |
1.92% |
1.1%
|
- |
|
SCHR
|
US |
SCHWAB INTERMEDIATE-TERM US |
89,144 |
$2M |
1.86% |
114.9%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
4,014 |
$2M |
1.81% |
1.1%
|
- |
|
MDYV
|
US |
SPDR S&P 400 MID CAP VALUE E |
24,086 |
$2M |
1.66% |
4.7%
|
- |