|
TCAF
|
US |
T ROWE PRC CAP APPRECIATION |
300,507 |
$10M |
6.65% |
45.4%
|
- |
|
TCHP
|
US |
T ROWE PRICE BLUE CHIP GROWT |
214,189 |
$9M |
6.00% |
0.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
12,010 |
$7M |
4.71% |
10.0%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
10,738 |
$5M |
3.65% |
1.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
40,758 |
$5M |
3.64% |
1.3%
|
- |
|
COWZ
|
US |
PACER US CASH COWS 100 ETF |
90,995 |
$5M |
3.42% |
110.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
10,209 |
$5M |
3.08% |
9.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
18,053 |
$4M |
2.64% |
3.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
6,585 |
$4M |
2.57% |
18.3%
|
- |
|
BIL
|
US |
SPDR BLOOMBERG 1-3 MONTH T-B |
42,076 |
$4M |
2.56% |
-33.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
11,138 |
$3M |
2.15% |
-3.8%
|
- |
|
GSY
|
US |
INVESCO ULTRA SHORT DURATION |
62,208 |
$3M |
2.07% |
-0.2%
|
- |
|
CALF
|
US |
PACER US SMALL CAP CASH COWS |
61,594 |
$3M |
1.80% |
28.3%
|
- |
|
AAPL
|
US |
APPLE INC |
10,759 |
$3M |
1.79% |
44.9%
|
- |
|
TSLA
|
US |
TESLA INC |
6,470 |
$3M |
1.74% |
31.4%
|
- |
|
QQQM
|
US |
INVESCO NASDAQ 100 ETF |
12,201 |
$3M |
1.71% |
5.2%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
4,066 |
$3M |
1.68% |
2.9%
|
- |
|
IDEV
|
US |
ISHARES CORE MSCI DEV MKTS |
36,176 |
$2M |
1.55% |
2.3%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
33,101 |
$2M |
1.37% |
11.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
4,319 |
$2M |
1.21% |
8.5%
|
- |