|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
202,772 |
$59M |
12.33% |
30.0%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
442,026 |
$56M |
11.84% |
-1.1%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
950,310 |
$45M |
9.54% |
-3.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
171,932 |
$34M |
7.07% |
3.0%
|
- |
|
VYMI
|
US |
VANGUARD INT HIGH DVD YLD IN |
340,051 |
$23M |
4.84% |
-0.8%
|
- |
|
AAPL
|
US |
APPLE INC |
66,044 |
$17M |
3.47% |
3.2%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
605,949 |
$14M |
2.95% |
200.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
28,047 |
$12M |
2.48% |
1.7%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
25,051 |
$11M |
2.38% |
0.6%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
53,156 |
$10M |
2.13% |
-1.5%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
16,923 |
$10M |
2.08% |
0.1%
|
- |
|
SMDV
|
US |
PROSHRS RSL 2000 DVD GRW ETF |
144,219 |
$10M |
2.05% |
-2.6%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
55,782 |
$7M |
1.57% |
-2.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
25,225 |
$6M |
1.16% |
0.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
25,678 |
$5M |
1.02% |
-0.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
7,170 |
$4M |
0.89% |
-
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
145,800 |
$4M |
0.85% |
300.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
15,607 |
$4M |
0.76% |
0.8%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
13,890 |
$3M |
0.70% |
2.7%
|
- |
|
VOOV
|
US |
VANGUARD S&P 500 VALUE ETF |
17,913 |
$3M |
0.69% |
-7.5%
|
- |