|
AAPL
|
US |
APPLE INC |
83,257 |
$21M |
10.21% |
-7.7%
|
- |
|
BX
|
US |
BLACKSTONE INC |
57,432 |
$10M |
4.85% |
-12.5%
|
- |
|
SPLV
|
US |
INVESCO S&P 500 LOW VOLATILI |
135,354 |
$9M |
4.64% |
-2.0%
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
38,535 |
$9M |
4.39% |
-0.4%
|
- |
|
KKR
|
US |
KKR & CO INC |
40,180 |
$6M |
2.91% |
-12.3%
|
- |
|
NOBL
|
US |
PROSHARES S&P 500 DIVIDEND A |
57,612 |
$6M |
2.81% |
1.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
13,320 |
$6M |
2.75% |
-6.4%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
23,113 |
$6M |
2.71% |
-0.2%
|
- |
|
JPIE
|
US |
JPMORGAN INCOME ETF |
119,242 |
$5M |
2.66% |
67.3%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
79,449 |
$5M |
2.24% |
4.4%
|
- |
|
VCIT
|
US |
VANGUARD INT-TERM CORPORATE |
52,358 |
$4M |
2.06% |
-2.8%
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
25,353 |
$4M |
2.05% |
-8.6%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
13,974 |
$4M |
1.98% |
3.4%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
22,628 |
$4M |
1.94% |
5.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
16,087 |
$4M |
1.73% |
-5.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
17,054 |
$3M |
1.58% |
-7.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
16,430 |
$3M |
1.53% |
-9.7%
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
14,027 |
$3M |
1.36% |
4.5%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
52,412 |
$3M |
1.29% |
-5.3%
|
- |
|
VHT
|
US |
VANGUARD HEALTH CARE ETF |
10,057 |
$3M |
1.25% |
-2.1%
|
- |