|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
325,125 |
$94M |
50.29% |
7.0%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
617,752 |
$31M |
16.32% |
-1.5%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
42,067 |
$23M |
12.10% |
-12.2%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
318,258 |
$19M |
10.01% |
24.2%
|
- |
|
VTWV
|
US |
VANGUARD RUSSELL 2000 VALUE |
54,551 |
$8M |
4.21% |
100.0%
|
- |
|
RJF
|
US |
RAYMOND JAMES FINANCIAL INC |
28,475 |
$4M |
2.36% |
-5.6%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
9,355 |
$2M |
1.27% |
-18.1%
|
- |
|
SCMB
|
US |
SCHWAB MUNICIPAL BOND ETF |
55,424 |
$1M |
0.76% |
100.0%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
11,782 |
$1M |
0.68% |
1.8%
|
- |
|
PYLD
|
US |
PIMCO MULTISECTOR BOND ACTV |
32,716 |
$1M |
0.45% |
100.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,596 |
$1M |
0.36% |
0.1%
|
- |
|
ADP
|
US |
AUTOMATIC DATA PROCESSING |
1,468 |
$0M |
0.23% |
-
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
5,771 |
$0M |
0.18% |
2.8%
|
- |
|
GLD
|
US |
SPDR GOLD SHARES |
1,248 |
$0M |
0.16% |
-4.7%
|
- |
|
AAPL
|
US |
APPLE INC |
1,216 |
$0M |
0.16% |
2.3%
|
- |
|
TRGP
|
US |
TARGA RESOURCES CORP |
1,345 |
$0M |
0.13% |
100.0%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
1,506 |
$0M |
0.12% |
-
|
- |
|
GIS
|
US |
GENERAL MILLS INC |
3,171 |
$0M |
0.11% |
3.3%
|
- |
|
OBK
|
US |
ORIGIN BANCORP INC |
6,326 |
$0M |
0.11% |
100.0%
|
- |