|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
23,634 |
$14M |
8.85% |
6.0%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
230,152 |
$14M |
8.40% |
2.9%
|
- |
|
XLSR
|
US |
SPDR SSGA US SECTOR ROTATE |
182,674 |
$10M |
6.22% |
13.2%
|
- |
|
IUSB
|
US |
ISHARES CORE TOTAL BOND ETF |
196,721 |
$9M |
5.54% |
-2.9%
|
- |
|
IVW
|
US |
ISHARES S&P 500 GROWTH ETF |
54,889 |
$6M |
3.53% |
0.8%
|
- |
|
EFV
|
US |
ISHARES MSCI EAFE VALUE ETF |
98,491 |
$5M |
3.34% |
11.4%
|
- |
|
EFG
|
US |
ISHARES MSCI EAFE GROWTH ETF |
52,514 |
$5M |
3.30% |
21.1%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
13,530 |
$4M |
2.50% |
3.7%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
19,643 |
$4M |
2.40% |
10.6%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
19,706 |
$4M |
2.23% |
7.0%
|
- |
|
AAPL
|
US |
APPLE INC |
15,040 |
$4M |
2.23% |
0.8%
|
- |
|
DYNF
|
US |
ISHRS US E F R A ETF-USD INC |
66,906 |
$4M |
2.19% |
3.3%
|
- |
|
MBB
|
US |
ISHARES MBS ETF |
31,554 |
$3M |
1.80% |
11.8%
|
- |
|
IYW
|
US |
ISHARES USTECHNOLOGY ETF |
17,179 |
$3M |
1.71% |
0.3%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,089 |
$3M |
1.67% |
8.4%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
50,448 |
$3M |
1.65% |
10.6%
|
- |
|
MTUM
|
US |
ISHARES MSCI USA MOMENTUM FA |
9,820 |
$2M |
1.32% |
137.1%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
7,500 |
$2M |
1.24% |
9.0%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
39,445 |
$2M |
1.24% |
14.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
15,164 |
$2M |
1.16% |
6.9%
|
- |