|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
222,052 |
$21M |
14.61% |
1.6%
|
- |
|
XOCT
|
US |
FT VEST US EQUITY ENHANCE & |
493,832 |
$17M |
11.71% |
5.7%
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
75,584 |
$14M |
9.64% |
2.7%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
185,092 |
$11M |
7.78% |
1.2%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
118,806 |
$11M |
7.53% |
2.5%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
208,916 |
$10M |
6.90% |
4.5%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
21,983 |
$9M |
6.08% |
0.2%
|
- |
|
USAC
|
US |
USA COMPRESSION PARTNERS LP |
211,813 |
$5M |
3.51% |
2.4%
|
- |
|
AVUS
|
US |
AVANTIS U.S. EQUITY ETF |
46,573 |
$4M |
3.12% |
1.2%
|
- |
|
MPLX
|
US |
MPLX LP |
89,125 |
$4M |
3.00% |
2.6%
|
- |
|
AVEM
|
US |
AVANTIS EMERGING MARKETS EQ |
66,659 |
$4M |
2.67% |
4.3%
|
- |
|
AAPL
|
US |
APPLE INC |
15,582 |
$4M |
2.57% |
-0.1%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
16,672 |
$4M |
2.51% |
1.1%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
16,280 |
$3M |
2.19% |
0.5%
|
- |
|
UBER
|
US |
UBER TECHNOLOGIES INC |
37,452 |
$2M |
1.72% |
-37.4%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
10,597 |
$2M |
1.61% |
-
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
16,545 |
$2M |
1.23% |
0.8%
|
- |
|
BA
|
US |
BOEING CO/THE |
8,852 |
$2M |
1.06% |
0.0%
|
- |
|
EPD
|
US |
ENTERPRISE PRODUCTS PARTNERS |
43,738 |
$1M |
0.98% |
2.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
9,514 |
$1M |
0.90% |
-
|
- |