|
MSFT
|
US |
MICROSOFT CORP |
46,887 |
$20M |
7.57% |
0.9%
|
- |
|
AAPL
|
US |
APPLE INC |
50,685 |
$13M |
4.86% |
1.5%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
36,526 |
$6M |
2.35% |
-2.1%
|
- |
|
IBM
|
US |
INTL BUSINESS MACHINES CORP |
24,128 |
$5M |
2.03% |
-2.0%
|
- |
|
VZ
|
US |
VERIZON COMMUNICATIONS INC |
113,557 |
$5M |
1.74% |
1.6%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
159,491 |
$4M |
1.70% |
280.7%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
72,746 |
$4M |
1.60% |
0.3%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
20,430 |
$4M |
1.39% |
6.3%
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
23,692 |
$3M |
1.31% |
-1.8%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
6,594 |
$3M |
1.29% |
0.8%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
25,198 |
$3M |
1.23% |
-4.5%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
29,698 |
$3M |
1.10% |
-2.0%
|
- |
|
HD
|
US |
HOME DEPOT INC |
7,404 |
$3M |
1.10% |
-
|
- |
|
MGK
|
US |
VANGUARD MEGA CAP GROWTH ETF |
7,626 |
$3M |
1.00% |
48.8%
|
- |
|
BSCP
|
US |
INVESCO BULLETSHARES 2025 CB |
123,754 |
$3M |
0.98% |
17.8%
|
- |
|
CGDV
|
US |
CAP GROUP DIVIDEND VALUE |
69,885 |
$2M |
0.94% |
-3.3%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
22,382 |
$2M |
0.92% |
-6.3%
|
- |
|
KMB
|
US |
KIMBERLY-CLARK CORP |
17,865 |
$2M |
0.90% |
-0.8%
|
- |
|
DON
|
US |
WISDOMTREE US MIDCAP DIVIDEN |
45,600 |
$2M |
0.89% |
-6.1%
|
- |
|
BSCQ
|
US |
INVESCO BULLETSHARES 2026 CB |
117,870 |
$2M |
0.88% |
21.4%
|
- |