|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
148,029 |
$29M |
11.00% |
4.6%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
55,742 |
$23M |
8.68% |
8.8%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
31,223 |
$18M |
6.97% |
-0.3%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
43,854 |
$11M |
4.00% |
5.2%
|
- |
|
AAPL
|
US |
APPLE INC |
41,565 |
$10M |
3.95% |
-0.5%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
37,657 |
$10M |
3.77% |
4.6%
|
- |
|
MGC
|
US |
VANGUARD MEGA CAP ETF |
40,789 |
$9M |
3.29% |
1.1%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
47,769 |
$8M |
3.07% |
0.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
16,179 |
$7M |
2.59% |
0.9%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
12,314 |
$6M |
2.39% |
0.7%
|
- |
|
VHT
|
US |
VANGUARD HEALTH CARE ETF |
22,549 |
$6M |
2.17% |
-1.2%
|
- |
|
VCSH
|
US |
VANGUARD S/T CORP BOND ETF |
71,521 |
$6M |
2.12% |
17.5%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
18,397 |
$5M |
2.02% |
3.0%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
28,923 |
$5M |
1.84% |
-0.2%
|
- |
|
TIP
|
US |
ISHARES TIPS BOND ETF |
42,675 |
$5M |
1.73% |
3.3%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
22,735 |
$4M |
1.63% |
3.8%
|
- |
|
VCIT
|
US |
VANGUARD INT-TERM CORPORATE |
49,224 |
$4M |
1.50% |
63.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
8,359 |
$4M |
1.44% |
3.3%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
17,216 |
$4M |
1.43% |
2.1%
|
- |
|
MGV
|
US |
VANGUARD MEGA CAP VALUE ETF |
29,779 |
$4M |
1.41% |
-1.7%
|
- |