|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
78,369 |
$15M |
11.01% |
-0.9%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
23,135 |
$14M |
9.77% |
2.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
18,642 |
$8M |
5.64% |
-1.1%
|
- |
|
T
|
US |
AT&T INC |
251,226 |
$6M |
4.10% |
-
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
24,933 |
$6M |
4.08% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
20,401 |
$5M |
3.66% |
-4.9%
|
- |
|
CHTR
|
US |
CHARTER COMMUNICATIONS INC-A |
11,388 |
$4M |
2.80% |
-
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
18,340 |
$3M |
2.31% |
6.2%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
4 |
$3M |
1.95% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
9,218 |
$2M |
1.59% |
-4.5%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
9,437 |
$2M |
1.50% |
0.2%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
10,999 |
$2M |
1.49% |
3.4%
|
- |
|
KKR
|
US |
KKR & CO INC |
14,000 |
$2M |
1.49% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
6,910 |
$2M |
1.44% |
-0.4%
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
3,790 |
$2M |
1.39% |
1.0%
|
- |
|
RYAN
|
US |
RYAN SPECIALTY HOLDINGS INC |
28,843 |
$2M |
1.33% |
-
|
- |
|
AVGO
|
US |
BROADCOM INC |
7,661 |
$2M |
1.27% |
-1.3%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
2,214 |
$2M |
1.23% |
-4.1%
|
- |
|
FDN
|
US |
FIRST TRUST DJ INTERNET IND |
6,705 |
$2M |
1.17% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,272 |
$2M |
1.14% |
-13.0%
|
- |