|
AAPL
|
US |
APPLE INC |
30,662 |
$8M |
5.43% |
0.4%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
17,420 |
$7M |
4.95% |
-1.3%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
57,565 |
$7M |
4.69% |
1.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
47,728 |
$6M |
4.53% |
-3.0%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
12,463 |
$5M |
3.71% |
1.6%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
25,632 |
$5M |
3.45% |
-1.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
22,187 |
$5M |
3.44% |
-2.6%
|
- |
|
AVGO
|
US |
BROADCOM INC |
18,637 |
$4M |
3.05% |
0.1%
|
- |
|
TLT
|
US |
ISHARES 20+ YEAR TREASURY BD |
48,845 |
$4M |
3.02% |
3.0%
|
- |
|
RY
|
US |
ROYAL BANK OF CANADA |
35,227 |
$4M |
3.00% |
-
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
22,194 |
$4M |
2.75% |
2.7%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
15,709 |
$4M |
2.66% |
1.2%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
4,085 |
$4M |
2.65% |
0.8%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
38,663 |
$4M |
2.65% |
2.1%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
11,456 |
$4M |
2.56% |
-0.2%
|
- |
|
ABBV
|
US |
ABBVIE INC |
20,271 |
$4M |
2.55% |
3.4%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
54,755 |
$3M |
2.41% |
0.0%
|
- |
|
VCIT
|
US |
VANGUARD INT-TERM CORPORATE |
39,390 |
$3M |
2.24% |
2.6%
|
- |
|
PANW
|
US |
PALO ALTO NETWORKS INC |
15,943 |
$3M |
2.05% |
101.6%
|
- |
|
HD
|
US |
HOME DEPOT INC |
7,473 |
$3M |
2.05% |
0.9%
|
- |