|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
4,129 |
$2M |
5.38% |
8.4%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
3,543 |
$2M |
4.59% |
0.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,974 |
$2M |
3.71% |
30.8%
|
- |
|
AAPL
|
US |
APPLE INC |
6,612 |
$2M |
3.66% |
6.8%
|
- |
|
CVX
|
US |
CHEVRON CORP |
7,934 |
$1M |
2.54% |
33.3%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
10,663 |
$1M |
2.40% |
16.5%
|
- |
|
DYNF
|
US |
ISHRS US E F R A ETF-USD INC |
20,543 |
$1M |
2.33% |
23.5%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
5,457 |
$1M |
2.15% |
31.7%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
16,003 |
$1M |
2.04% |
1.4%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
7,708 |
$1M |
1.83% |
0.1%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
11,895 |
$1M |
1.81% |
-3.3%
|
- |
|
TLT
|
US |
ISHARES 20+ YEAR TREASURY BD |
8,881 |
$1M |
1.72% |
8.9%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
2,265 |
$1M |
1.67% |
0.3%
|
- |
|
EFV
|
US |
ISHARES MSCI EAFE VALUE ETF |
13,409 |
$1M |
1.56% |
12.1%
|
- |
|
EFG
|
US |
ISHARES MSCI EAFE GROWTH ETF |
7,168 |
$1M |
1.54% |
22.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
2,985 |
$1M |
1.45% |
39.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
3,213 |
$1M |
1.35% |
217.2%
|
- |
|
IWS
|
US |
ISHARES RUSSELL MID-CAP VALU |
3,343 |
$0M |
0.96% |
0.5%
|
- |
|
ACWI
|
US |
ISHARES MSCI ACWI ETF |
3,646 |
$0M |
0.95% |
-4.0%
|
- |
|
BINC
|
US |
ISHARES FLEX I A ETF-USD INC |
7,577 |
$0M |
0.87% |
-1.0%
|
- |