|
MS
|
US |
MORGAN STANLEY |
102,376 |
$13M |
8.41% |
0.1%
|
- |
|
AAPL
|
US |
APPLE INC |
29,452 |
$7M |
4.82% |
18.1%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
11,384 |
$7M |
4.36% |
-59.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
14,108 |
$6M |
3.88% |
4.6%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
19,735 |
$5M |
3.09% |
2.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
33,505 |
$4M |
2.94% |
11.6%
|
- |
|
NSC
|
US |
NORFOLK SOUTHERN CORP |
17,074 |
$4M |
2.62% |
-0.1%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
14,656 |
$3M |
2.10% |
-3.6%
|
- |
|
DE
|
US |
DEERE & CO |
7,231 |
$3M |
2.00% |
-1.4%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
5,130 |
$3M |
1.97% |
-6.2%
|
- |
|
QLTY
|
US |
GMO U.S. QUALITY ETF |
93,913 |
$3M |
1.96% |
40.7%
|
- |
|
EMLP
|
US |
FIRST TRUST NORTH AMERICAN E |
78,713 |
$3M |
1.83% |
-25.6%
|
- |
|
ET
|
US |
ENERGY TRANSFER LP |
115,973 |
$2M |
1.48% |
-
|
- |
|
ILOW
|
US |
AB INTERNAL LOW VOLAT EQ ETF |
63,163 |
$2M |
1.41% |
0.2%
|
- |
|
EFA
|
US |
ISHARES MSCI EAFE ETF |
28,560 |
$2M |
1.41% |
-56.7%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
7,471 |
$2M |
1.41% |
-0.4%
|
- |
|
AVGO
|
US |
BROADCOM INC |
8,556 |
$2M |
1.30% |
9.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
4,218 |
$2M |
1.25% |
1.2%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
3,168 |
$2M |
1.21% |
15.0%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
9,550 |
$2M |
1.18% |
14.2%
|
- |