|
AAPL
|
US |
APPLE INC |
33,102 |
$8M |
4.16% |
-0.6%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
131,513 |
$7M |
3.32% |
2.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
13,919 |
$6M |
2.94% |
-0.2%
|
- |
|
CGCP
|
US |
CAP GROUP CORE PLUS INCOME |
218,427 |
$5M |
2.43% |
2.4%
|
- |
|
COWZ
|
US |
PACER US CASH COWS 100 ETF |
91,178 |
$5M |
2.41% |
42.9%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
19,354 |
$5M |
2.33% |
-10.2%
|
- |
|
CGSD
|
US |
CAP GROUP SHORT DURATION |
171,815 |
$4M |
2.21% |
2.2%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
24,544 |
$4M |
2.08% |
-11.2%
|
- |
|
CGDV
|
US |
CAP GROUP DIVIDEND VALUE |
116,407 |
$4M |
2.06% |
0.6%
|
- |
|
AXP
|
US |
AMERICAN EXPRESS CO |
13,684 |
$4M |
2.04% |
-2.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
20,753 |
$4M |
1.98% |
-0.3%
|
- |
|
AMGN
|
US |
AMGEN INC |
14,253 |
$4M |
1.86% |
-2.6%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
7,959 |
$4M |
1.81% |
-3.2%
|
- |
|
MRK
|
US |
MERCK & CO. INC. |
34,328 |
$3M |
1.71% |
6.7%
|
- |
|
SPG
|
US |
SIMON PROPERTY GROUP INC |
19,335 |
$3M |
1.67% |
-1.4%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
41,516 |
$3M |
1.61% |
0.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
23,213 |
$3M |
1.56% |
8.2%
|
- |
|
DFUS
|
US |
DIMENSIONAL US EQ MKT ETF |
48,373 |
$3M |
1.55% |
-0.3%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
10,602 |
$3M |
1.54% |
-
|
- |
|
MAC
|
US |
MACERICH CO/THE |
151,890 |
$3M |
1.52% |
-1.4%
|
- |