|
AAPL
|
US |
APPLE INC |
64,295 |
$16M |
10.53% |
-0.7%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
98,004 |
$13M |
8.21% |
-3.1%
|
- |
|
SUSA
|
US |
ISHARES MSCI USA ESG SELECT |
97,437 |
$12M |
7.71% |
-1.7%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
104,591 |
$10M |
6.28% |
-1.1%
|
- |
|
IVLU
|
US |
ISHARES MSCI INTERNATIONAL V |
276,317 |
$7M |
4.86% |
1.1%
|
- |
|
ICSH
|
US |
ISHARES ULT STBA ETF USD INC |
131,258 |
$7M |
4.30% |
19.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
38,342 |
$5M |
3.42% |
-9.4%
|
- |
|
DIVO
|
US |
AMPLIFY CWP ENHANCED DIVIDEN |
111,412 |
$5M |
2.93% |
0.6%
|
- |
|
HDV
|
US |
ISHARES CORE HIGH DIVIDEND E |
38,291 |
$4M |
2.77% |
-0.1%
|
- |
|
BMI
|
US |
BADGER METER INC |
19,022 |
$4M |
2.65% |
-3.7%
|
- |
|
MTZ
|
US |
MASTEC INC |
24,732 |
$3M |
2.18% |
-16.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
7,804 |
$3M |
2.15% |
1.8%
|
- |
|
PLXS
|
US |
PLEXUS CORP |
21,110 |
$3M |
2.15% |
-2.7%
|
- |
|
SPYD
|
US |
SPDR PORTFOLIO S&P 500 HIGH |
75,375 |
$3M |
2.11% |
-1.1%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
5,660 |
$3M |
1.99% |
7.9%
|
- |
|
SGOV
|
US |
ISHARES 0-3 MONTH TREASURY B |
29,252 |
$3M |
1.90% |
983.4%
|
- |
|
NRG
|
US |
NRG ENERGY INC |
30,109 |
$3M |
1.80% |
-6.9%
|
- |
|
BLKCHF
|
XS |
BLACKROCK INC |
2,679 |
$3M |
1.79% |
3.4%
|
- |
|
TRMB
|
US |
TRIMBLE INC |
38,940 |
$3M |
1.78% |
-0.3%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
10,285 |
$2M |
1.60% |
-4.0%
|
- |