|
ZALT
|
US |
INNOVATOR US EQ 10 BUFFER |
309,744 |
$9M |
9.34% |
100.0%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
23,812 |
$7M |
6.99% |
1.7%
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
90,185 |
$7M |
6.91% |
3.4%
|
- |
|
XJUL
|
US |
FT VEST US EQUITY ENHANCE & |
178,544 |
$6M |
6.42% |
100.0%
|
- |
|
BUFQ
|
US |
FT VST LAD NSDQ BUF ETF-USDI |
134,063 |
$4M |
4.27% |
100.0%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
6,513 |
$4M |
3.87% |
5.7%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
6,259 |
$4M |
3.71% |
-10.2%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
21,356 |
$3M |
3.13% |
-2.7%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
36,943 |
$2M |
2.33% |
434.7%
|
- |
|
NFLX
|
US |
NETFLIX INC |
2,551 |
$2M |
2.30% |
-3.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
16,050 |
$2M |
2.18% |
631.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
9,751 |
$2M |
2.17% |
-13.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
10,852 |
$2M |
2.08% |
-2.1%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
18,872 |
$2M |
2.06% |
-43.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
9,979 |
$2M |
1.98% |
-4.9%
|
- |
|
BA
|
US |
BOEING CO/THE |
10,863 |
$2M |
1.95% |
40.2%
|
- |
|
BUFR
|
US |
FT VEST LAD BUFFERVETF-USD I |
58,273 |
$2M |
1.80% |
-85.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,910 |
$2M |
1.67% |
12.5%
|
- |
|
AAPL
|
US |
APPLE INC |
6,009 |
$2M |
1.53% |
-13.3%
|
- |
|
RDVY
|
US |
FIRST TRUST RISING DIVIDEND |
24,761 |
$1M |
1.48% |
-4.4%
|
- |