|
AAPL
|
US |
APPLE INC |
188,191 |
$47M |
7.46% |
229.6%
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
255,954 |
$19M |
3.03% |
3.5%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
38,350 |
$15M |
2.44% |
-16.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
36,134 |
$15M |
2.41% |
122.9%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
36,583 |
$15M |
2.38% |
2.1%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
75,830 |
$13M |
2.03% |
15.0%
|
- |
|
MSTR
|
US |
MICROSTRATEGY INC-CL A |
43,718 |
$13M |
2.00% |
100.0%
|
- |
|
FBTC
|
US |
FIDELITY WISE ORIGIN BITCOIN |
128,085 |
$10M |
1.65% |
100.0%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
187,352 |
$9M |
1.42% |
5.1%
|
- |
|
VHT
|
US |
VANGUARD HEALTH CARE ETF |
34,636 |
$9M |
1.39% |
-3.1%
|
- |
|
GSEW
|
US |
GOLDMAN SACHS EQL WGHT LARGE |
108,050 |
$8M |
1.32% |
-15.8%
|
- |
|
VDC
|
US |
VANGUARD CONSUMER STAPLE ETF |
38,943 |
$8M |
1.30% |
-6.0%
|
- |
|
XLG
|
US |
INVESCO S&P 500 TOP 50 ETF |
162,110 |
$8M |
1.28% |
1.1%
|
- |
|
GSLC
|
US |
GOLDMAN ACTIVEBETA US LC ETF |
70,402 |
$8M |
1.28% |
7.6%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
56,213 |
$7M |
1.14% |
50.2%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
50,528 |
$7M |
1.07% |
39.0%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
272,353 |
$6M |
1.00% |
218.1%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
141,298 |
$6M |
0.99% |
1.4%
|
- |
|
RDVY
|
US |
FIRST TRUST RISING DIVIDEND |
98,713 |
$6M |
0.92% |
-17.5%
|
- |
|
GBTC
|
US |
GRAYSCALE BITCOIN TRUST ETF |
74,339 |
$6M |
0.87% |
246.0%
|
- |