|
SCTXX
|
US |
SCHWAB AMT TAX FR MNY-ULTRA |
12,766,056 |
$13M |
13.73% |
2.3%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
361,083 |
$10M |
10.61% |
207.5%
|
- |
|
AAPL
|
US |
APPLE INC |
20,025 |
$5M |
5.39% |
-5.4%
|
- |
|
JPIE
|
US |
JPMORGAN INCOME ETF |
96,114 |
$4M |
4.71% |
7.5%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
9,574 |
$4M |
4.67% |
-2.8%
|
- |
|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
89,691 |
$4M |
4.33% |
5.2%
|
- |
|
JMUB
|
US |
JPMORGAN MUNICIPAL ETF |
73,234 |
$4M |
3.95% |
10.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
23,096 |
$3M |
3.33% |
-8.0%
|
- |
|
BSV
|
US |
VANGUARD SHORT-TERM BOND ETF |
38,576 |
$3M |
3.20% |
-7.1%
|
- |
|
SCHY
|
US |
SCHWAB INTERNATIONAL DVD ETF |
125,565 |
$3M |
3.12% |
8.1%
|
- |
|
VIGI
|
US |
VANGUARD INT DIV APP INDX FD |
33,186 |
$3M |
2.85% |
21.6%
|
- |
|
IAU
|
US |
ISHARES GOLD TRUST |
46,149 |
$2M |
2.46% |
-0.4%
|
- |
|
AVGO
|
US |
BROADCOM INC |
9,716 |
$2M |
2.42% |
-7.9%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
35,243 |
$2M |
2.18% |
5.7%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
35,105 |
$2M |
1.90% |
-6.5%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
29,610 |
$2M |
1.83% |
1.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
8,963 |
$2M |
1.82% |
-4.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
1,647 |
$2M |
1.62% |
0.9%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
7,579 |
$1M |
1.60% |
-3.9%
|
- |
|
JMST
|
US |
JPM ULTRA-SHORT MUNI INCOME |
26,028 |
$1M |
1.42% |
24.9%
|
- |