|
CRM
|
US |
SALESFORCE INC |
213,062 |
$71M |
12.52% |
-11.4%
|
- |
|
AAPL
|
US |
APPLE INC |
109,155 |
$27M |
4.80% |
-6.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
53,895 |
$23M |
3.99% |
-2.7%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
100,707 |
$19M |
3.37% |
0.2%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
27,236 |
$16M |
2.81% |
-4.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
89,630 |
$12M |
2.12% |
-16.1%
|
- |
|
GRW
|
US |
TCW COMPOUNDERS ETF |
325,017 |
$11M |
1.88% |
-12.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
47,695 |
$10M |
1.84% |
-5.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
49,877 |
$9M |
1.66% |
-19.6%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
43,930 |
$9M |
1.51% |
-12.5%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
15,779 |
$9M |
1.49% |
9.8%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
28,427 |
$8M |
1.45% |
-3.0%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
79,834 |
$8M |
1.42% |
-
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
19,317 |
$8M |
1.39% |
5.6%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
125,969 |
$8M |
1.38% |
-
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
30,692 |
$7M |
1.29% |
5.1%
|
- |
|
PSA
|
US |
PUBLIC STORAGE |
24,274 |
$7M |
1.28% |
2.1%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
40,977 |
$7M |
1.26% |
-2.7%
|
- |
|
VTIP
|
US |
VANGUARD SHORT-TERM TIPS |
133,564 |
$6M |
1.14% |
100.0%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
49,881 |
$6M |
1.01% |
-1.5%
|
- |