|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
2,158,369 |
$60M |
35.71% |
309.4%
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
1,187,620 |
$31M |
18.38% |
204.6%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
1,160,571 |
$27M |
15.97% |
199.4%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
257,981 |
$7M |
4.18% |
203.3%
|
- |
|
SLYG
|
US |
SPDR S&P 600 SMALL CAP GROWT |
70,129 |
$6M |
3.76% |
11.5%
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
24,041 |
$6M |
3.62% |
16.7%
|
- |
|
AAPL
|
US |
APPLE INC |
23,416 |
$6M |
3.48% |
11.8%
|
- |
|
VT
|
US |
VANGUARD TOT WORLD STK ETF |
17,892 |
$2M |
1.25% |
4.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
11,334 |
$2M |
0.90% |
30.6%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
2,631 |
$1M |
0.80% |
4.1%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
10,158 |
$1M |
0.69% |
3.9%
|
- |
|
IMCG
|
US |
ISHARES MORNINGSTAR MID-CAP |
13,700 |
$1M |
0.61% |
5.4%
|
- |
|
BA
|
US |
BOEING CO/THE |
5,584 |
$1M |
0.59% |
1.8%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
9,787 |
$1M |
0.56% |
0.6%
|
- |
|
TSLA
|
US |
TESLA INC |
2,074 |
$1M |
0.50% |
93.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
1,950 |
$1M |
0.49% |
79.7%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
1,224 |
$1M |
0.45% |
7.5%
|
- |
|
FNDX
|
US |
SCHWAB FNDMNTL US LRG CO ETF |
31,006 |
$1M |
0.44% |
230.1%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
758 |
$1M |
0.41% |
79.2%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
3,039 |
$1M |
0.40% |
100.0%
|
- |