|
AAPL
|
US |
APPLE INC |
48,243 |
$12M |
6.11% |
-0.5%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
522,929 |
$12M |
6.00% |
289.1%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
20,984 |
$11M |
5.72% |
2.5%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
21,614 |
$11M |
5.59% |
2.3%
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
370,734 |
$10M |
5.23% |
299.7%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
33,250 |
$9M |
4.44% |
1.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
37,404 |
$8M |
4.15% |
1.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
60,837 |
$8M |
4.13% |
-1.1%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
293,868 |
$8M |
4.06% |
210.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
18,422 |
$8M |
3.93% |
35.1%
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
29,257 |
$7M |
3.56% |
1.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
36,807 |
$7M |
3.52% |
4.2%
|
- |
|
IXUS
|
US |
ISHARES CORE INTL STOCK ETF |
104,066 |
$7M |
3.48% |
3.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
10,183 |
$6M |
3.02% |
2.2%
|
- |
|
NFLX
|
US |
NETFLIX INC |
5,922 |
$5M |
2.67% |
-1.4%
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
23,167 |
$4M |
1.98% |
3.7%
|
- |
|
CVX
|
US |
CHEVRON CORP |
23,284 |
$3M |
1.71% |
11.1%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
32,149 |
$3M |
1.65% |
2.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
13,103 |
$3M |
1.59% |
3.6%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
5,775 |
$3M |
1.54% |
5.3%
|
- |