|
MGK
|
US |
VANGUARD MEGA CAP GROWTH ETF |
26,636 |
$9M |
7.38% |
6.5%
|
- |
|
AAPL
|
US |
APPLE INC |
34,883 |
$9M |
7.05% |
-1.2%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
15,374 |
$8M |
6.34% |
-0.5%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
7,866 |
$5M |
3.95% |
2.4%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
15,057 |
$4M |
3.52% |
-1.1%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
151,123 |
$4M |
3.40% |
353.2%
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
17,774 |
$4M |
3.34% |
26.8%
|
- |
|
FTEC
|
US |
FIDELITY MSCI INFO TECH ETF |
20,382 |
$4M |
3.04% |
4.5%
|
- |
|
MGV
|
US |
VANGUARD MEGA CAP VALUE ETF |
28,164 |
$4M |
2.84% |
3.5%
|
- |
|
DIA
|
US |
SPDR DJIA TRUST |
7,169 |
$3M |
2.46% |
-0.2%
|
- |
|
QWLD
|
US |
SPDR MSCI WORLD STRATEGICFAC |
22,561 |
$3M |
2.26% |
4.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
5,772 |
$3M |
2.11% |
-1.1%
|
- |
|
ESGU
|
US |
ISHARES ESG AWARE MSCI USA |
19,715 |
$3M |
2.05% |
-8.2%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
9,668 |
$2M |
1.98% |
1.3%
|
- |
|
BBUS
|
US |
JPMORGAN BETABUILDERS US EQU |
22,110 |
$2M |
1.89% |
10.5%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
8,804 |
$2M |
1.88% |
-0.6%
|
- |
|
ESGV
|
US |
VANGUARD ESG US STOCK ETF |
22,244 |
$2M |
1.88% |
-3.4%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
32,024 |
$2M |
1.85% |
-3.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
5,264 |
$2M |
1.79% |
-0.9%
|
- |
|
DSI
|
US |
ISHARES MSCI KLD 400 SOCIAL |
18,769 |
$2M |
1.67% |
6.4%
|
- |