|
TAXF
|
US |
AMERICAN CENTURY DIVER MUNI |
197,976 |
$10M |
4.99% |
1317.6%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
26,224 |
$8M |
3.82% |
37.2%
|
- |
|
AAPL
|
US |
APPLE INC |
28,125 |
$7M |
3.54% |
2.1%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
10 |
$7M |
3.42% |
100.0%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
50,177 |
$7M |
3.39% |
4.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
11,844 |
$6M |
3.21% |
80.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
15,170 |
$6M |
3.21% |
0.9%
|
- |
|
ESGA
|
US |
AMERICAN CENTURY SUSTAINABLE |
77,348 |
$5M |
2.74% |
654.8%
|
- |
|
FDG
|
US |
AMERICAN CENTURY FOCUSED DYN |
49,275 |
$5M |
2.57% |
996.5%
|
- |
|
ACIO
|
US |
APTUS COLLARED INVESTMENT OP |
123,595 |
$5M |
2.50% |
40.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
22,199 |
$5M |
2.45% |
4.4%
|
- |
|
MID
|
US |
AMERICAN CENTURY MID CAP GRO |
75,860 |
$5M |
2.30% |
1191.9%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
38,019 |
$4M |
1.77% |
-3.6%
|
- |
|
FLV
|
US |
AMERICAN CENTURY FOCUSED LAR |
50,895 |
$3M |
1.71% |
862.3%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
18,320 |
$3M |
1.61% |
0.8%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
16,456 |
$3M |
1.57% |
2.2%
|
- |
|
AVMU
|
US |
AVANTIS CORE MUNICIPAL FIXED |
62,123 |
$3M |
1.44% |
1097.7%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
14,120 |
$3M |
1.39% |
134.4%
|
- |
|
QINT
|
US |
AMERICAN CENTURY QLTY DIVER |
56,946 |
$3M |
1.37% |
100.0%
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
43,340 |
$3M |
1.26% |
72.5%
|
- |