|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
77,993 |
$14M |
11.27% |
-1.2%
|
- |
|
VGSH
|
US |
VANGUARD SHORT-TERM TREASURY |
162,736 |
$9M |
7.80% |
0.6%
|
- |
|
SCHX
|
US |
SCHWAB US LARGE-CAP ETF |
348,297 |
$8M |
6.66% |
191.1%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
31,432 |
$6M |
5.07% |
-0.9%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
13,533 |
$6M |
5.06% |
-2.1%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
50,800 |
$6M |
4.83% |
1.2%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
13,041 |
$5M |
4.41% |
-5.3%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
83,953 |
$5M |
4.31% |
-1.3%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
29,124 |
$4M |
3.22% |
5.8%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
40,490 |
$4M |
2.96% |
-2.2%
|
- |
|
AAPL
|
US |
APPLE INC |
14,002 |
$4M |
2.89% |
54.2%
|
- |
|
MINT
|
US |
PIMCO ENHANCED SHORT MATURIT |
30,702 |
$3M |
2.54% |
4.0%
|
- |
|
FV
|
US |
FIRST TRUST DW FOCUS 5 FUND |
51,035 |
$3M |
2.48% |
-3.2%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
4 |
$3M |
2.25% |
-
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
82,475 |
$2M |
1.86% |
205.9%
|
- |
|
RY
|
US |
ROYAL BANK OF CANADA |
16,680 |
$2M |
1.66% |
0.7%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
4,427 |
$2M |
1.54% |
0.5%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
6,265 |
$2M |
1.50% |
-7.4%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
7,918 |
$1M |
1.24% |
0.1%
|
- |
|
DGRW
|
US |
WISDOMTREE U.S. QUALITY DIVI |
18,574 |
$2M |
1.24% |
51.0%
|
- |