|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
73,320 |
$14M |
13.42% |
1.2%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
76,598 |
$10M |
9.13% |
1.0%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
170,810 |
$9M |
8.04% |
16.2%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
232,246 |
$6M |
5.93% |
204.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
13,564 |
$6M |
5.75% |
0.1%
|
- |
|
VHT
|
US |
VANGUARD HEALTH CARE ETF |
17,438 |
$4M |
4.13% |
2.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
14,304 |
$3M |
3.20% |
-0.3%
|
- |
|
AAPL
|
US |
APPLE INC |
12,427 |
$3M |
2.91% |
0.0%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
14,913 |
$3M |
2.65% |
1.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,072 |
$3M |
2.39% |
-0.1%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
24,171 |
$2M |
2.25% |
4.6%
|
- |
|
PFE
|
US |
PFIZER INC |
86,078 |
$2M |
2.13% |
-7.1%
|
- |
|
VZ
|
US |
VERIZON COMMUNICATIONS INC |
56,624 |
$2M |
2.12% |
5.6%
|
- |
|
FNDX
|
US |
SCHWAB FNDMNTL US LRG CO ETF |
94,680 |
$2M |
2.10% |
230.3%
|
- |
|
KMI
|
US |
KINDER MORGAN INC |
82,102 |
$2M |
2.10% |
0.6%
|
- |
|
CVX
|
US |
CHEVRON CORP |
13,918 |
$2M |
1.88% |
1.8%
|
- |
|
USB
|
US |
US BANCORP |
40,723 |
$2M |
1.82% |
-0.7%
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
36,007 |
$2M |
1.48% |
0.1%
|
- |
|
MO
|
US |
ALTRIA GROUP INC |
29,718 |
$2M |
1.45% |
7.4%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
14,244 |
$2M |
1.43% |
1.6%
|
- |