|
PEP
|
US |
PEPSICO INC |
102,632 |
$16M |
7.74% |
0.0%
|
- |
|
SMTH
|
US |
ALPS SMTH COR BD PLUS ETF |
286,678 |
$7M |
3.63% |
20.7%
|
- |
|
YUM
|
US |
YUM! BRANDS INC |
43,526 |
$6M |
2.90% |
-0.4%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
53,708 |
$5M |
2.71% |
-8.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
10,859 |
$5M |
2.44% |
-0.1%
|
- |
|
JBND
|
US |
JPMORGAN ACTIVE BOND ETF |
92,305 |
$5M |
2.39% |
10.4%
|
- |
|
JQUA
|
US |
JPMORGAN US QUALITY FACTOR |
71,787 |
$4M |
2.04% |
7.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
13,621 |
$4M |
1.96% |
-0.1%
|
- |
|
AAPL
|
US |
APPLE INC |
14,089 |
$4M |
1.75% |
-3.6%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
62,024 |
$3M |
1.55% |
9.3%
|
- |
|
GBTC
|
US |
GRAYSCALE BITCOIN TRUST ETF |
40,531 |
$3M |
1.49% |
-1.0%
|
- |
|
EMXC
|
US |
ISHARES MSCI EMR MRK EX CHNA |
51,068 |
$3M |
1.41% |
-0.6%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
5,034 |
$3M |
1.35% |
0.1%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
4,582 |
$3M |
1.34% |
-3.6%
|
- |
|
JPIE
|
US |
JPMORGAN INCOME ETF |
53,144 |
$2M |
1.20% |
0.3%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
35,654 |
$2M |
1.09% |
-4.1%
|
- |
|
AOR
|
US |
ISHARES CORE GROWTH ALLOCATI |
35,093 |
$2M |
1.00% |
210.1%
|
- |
|
YUMC
|
US |
YUM CHINA HOLDINGS INC |
42,020 |
$2M |
1.00% |
-
|
- |
|
PYLD
|
US |
PIMCO MULTISECTOR BOND ACTV |
72,935 |
$2M |
0.94% |
20.2%
|
- |
|
DIA
|
US |
SPDR DJIA TRUST |
4,269 |
$2M |
0.90% |
0.1%
|
- |