|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
322,844 |
$7M |
5.28% |
96.4%
|
- |
|
TSLA
|
US |
TESLA INC |
17,826 |
$7M |
5.07% |
0.7%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
22,792 |
$6M |
4.24% |
-0.7%
|
- |
|
QQQE
|
US |
DIREXION NASDAQ-100 EQ WEIGH |
55,323 |
$5M |
3.50% |
0.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
35,427 |
$5M |
3.35% |
-7.6%
|
- |
|
AVSC
|
US |
AVANTIS US SMALL CAP EQUITY |
86,376 |
$5M |
3.31% |
0.0%
|
- |
|
AAPL
|
US |
APPLE INC |
18,526 |
$5M |
3.27% |
-1.1%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
56,445 |
$4M |
2.74% |
100.0%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
65,722 |
$4M |
2.67% |
21.4%
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
195,732 |
$4M |
2.55% |
110.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
15,691 |
$3M |
2.43% |
1.1%
|
- |
|
MSTR
|
US |
MICROSTRATEGY INC-CL A |
11,750 |
$3M |
2.40% |
49.8%
|
- |
|
XLRE
|
US |
REAL ESTATE SELECT SECT SPDR |
78,999 |
$3M |
2.26% |
1.9%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
107,760 |
$3M |
2.08% |
204.3%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
26,746 |
$3M |
1.83% |
49.5%
|
- |
|
AVLV
|
US |
AVANTIS US LARGE CAP VALUE |
36,749 |
$2M |
1.73% |
-2.9%
|
- |
|
QQQM
|
US |
INVESCO NASDAQ 100 ETF |
10,684 |
$2M |
1.58% |
0.1%
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
35,499 |
$2M |
1.47% |
3.4%
|
- |
|
AVDE
|
US |
AVANTIS INTERNATIONAL EQUITY |
33,266 |
$2M |
1.44% |
3.9%
|
- |
|
JQUA
|
US |
JPMORGAN US QUALITY FACTOR |
35,038 |
$2M |
1.41% |
2.3%
|
- |