|
AAPL
|
US |
APPLE INC |
97,287 |
$24M |
7.35% |
-4.1%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
96,944 |
$23M |
7.03% |
0.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
99,818 |
$22M |
6.61% |
-0.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
40,591 |
$18M |
5.55% |
-2.4%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
95,491 |
$17M |
5.05% |
0.1%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
60,435 |
$16M |
4.82% |
0.2%
|
- |
|
BXP
|
US |
BXP INC |
151,287 |
$11M |
3.39% |
-0.8%
|
- |
|
TSLA
|
US |
TESLA INC |
25,014 |
$10M |
3.05% |
0.0%
|
- |
|
SPG
|
US |
SIMON PROPERTY GROUP INC |
57,948 |
$10M |
3.01% |
-0.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
23,396 |
$10M |
2.98% |
-0.4%
|
- |
|
SG
|
US |
SWEETGREEN INC - CLASS A |
266,438 |
$9M |
2.58% |
-2.5%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
20,028 |
$8M |
2.48% |
-1.6%
|
- |
|
CARR
|
US |
CARRIER GLOBAL CORP |
102,866 |
$7M |
2.12% |
-0.3%
|
- |
|
KMI
|
US |
KINDER MORGAN INC |
239,257 |
$7M |
1.98% |
0.0%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
27,990 |
$5M |
1.65% |
2.5%
|
- |
|
GD
|
US |
GENERAL DYNAMICS CORP |
20,010 |
$5M |
1.59% |
100.0%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
17,705 |
$5M |
1.55% |
1.2%
|
- |
|
ES
|
US |
EVERSOURCE ENERGY |
89,083 |
$5M |
1.54% |
-1.5%
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
27,234 |
$5M |
1.52% |
2.2%
|
- |
|
WMT
|
US |
WALMART INC |
54,980 |
$5M |
1.50% |
-0.2%
|
- |