|
VOO
|
US |
VANGUARD S&P 500 ETF |
30,401 |
$16M |
13.51% |
-
|
- |
|
CGGR
|
US |
CAP GROUP GROWTH EQUITY |
346,473 |
$13M |
10.62% |
-
|
- |
|
CGDV
|
US |
CAP GROUP DIVIDEND VALUE |
349,573 |
$12M |
10.17% |
-
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
209,696 |
$10M |
8.27% |
-
|
- |
|
VXF
|
US |
VANGUARD EXTENDED MARKET ETF |
42,952 |
$8M |
6.73% |
-
|
- |
|
VCRB
|
US |
VANGUARD CORE BOND ETF |
106,978 |
$8M |
6.69% |
-
|
- |
|
CGMU
|
US |
CAP GROUP MUNICIPAL INCOME |
297,998 |
$8M |
6.62% |
-
|
- |
|
CGXU
|
US |
CAP GROUP INTL FOCUS |
314,627 |
$8M |
6.40% |
-
|
- |
|
CGGO
|
US |
CAP GROUP GLOBAL GROWTH |
197,556 |
$6M |
4.76% |
-
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
78,000 |
$4M |
3.23% |
-
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
78,172 |
$3M |
2.84% |
-
|
- |
|
WMT
|
US |
WALMART INC |
37,854 |
$3M |
2.82% |
-
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
30,507 |
$3M |
2.68% |
-
|
- |
|
CGHM
|
US |
CAP GROUP MUNI HIGH-INCOME |
128,661 |
$3M |
2.68% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
4,470 |
$3M |
2.16% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
3,714 |
$1M |
0.89% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,795 |
$1M |
0.62% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
2,861 |
$1M |
0.55% |
-
|
- |
|
HOMB
|
US |
HOME BANCSHARES INC |
20,455 |
$1M |
0.48% |
-
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
5,361 |
$1M |
0.45% |
-
|
- |