|
AAPL
|
US |
APPLE INC |
43,644 |
$11M |
7.09% |
11.3%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
84,068 |
$8M |
5.29% |
-11.5%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
38,206 |
$7M |
4.35% |
-6.3%
|
- |
|
BX
|
US |
BLACKSTONE INC |
35,873 |
$6M |
4.01% |
0.1%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
45,890 |
$4M |
2.88% |
-7.3%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
58,564 |
$4M |
2.73% |
7.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
18,867 |
$4M |
2.69% |
6.7%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
13,069 |
$4M |
2.46% |
0.0%
|
- |
|
LQD
|
US |
ISHARES IBOXX INVESTMENT GRA |
33,388 |
$4M |
2.32% |
8.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
13,613 |
$3M |
2.12% |
0.3%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
52,316 |
$3M |
2.08% |
-7.0%
|
- |
|
SCHW
|
US |
SCHWAB (CHARLES) CORP |
46,540 |
$3M |
2.06% |
0.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
16,383 |
$3M |
2.01% |
4.1%
|
- |
|
DFAX
|
US |
DIMENSIONAL WORLD EX US CORE |
123,041 |
$3M |
1.99% |
0.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
5,490 |
$2M |
1.62% |
-19.9%
|
- |
|
IQLT
|
US |
ISHARES MSCI INTERNATIONAL Q |
66,534 |
$2M |
1.60% |
1.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
5,819 |
$2M |
1.59% |
3.2%
|
- |
|
ABBV
|
US |
ABBVIE INC |
13,469 |
$2M |
1.55% |
1.1%
|
- |
|
SCHO
|
US |
SCHWAB SHORT-TERM US TREAS |
93,219 |
$2M |
1.46% |
127.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
70 |
$2M |
1.44% |
-98.1%
|
- |