|
AAPL
|
US |
APPLE INC |
80,303 |
$20M |
6.62% |
3.4%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
110,923 |
$15M |
4.90% |
3.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
32,047 |
$14M |
4.45% |
3.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
44,456 |
$10M |
3.21% |
4.5%
|
- |
|
USFR
|
US |
WISDOMTREE FLOATING RATE TRE |
171,861 |
$9M |
2.85% |
0.3%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
12,332 |
$7M |
2.39% |
0.7%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
11,178 |
$7M |
2.15% |
7.1%
|
- |
|
DGRW
|
US |
WISDOMTREE U.S. QUALITY DIVI |
68,614 |
$6M |
1.83% |
-15.9%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
25,880 |
$5M |
1.62% |
8.5%
|
- |
|
AVGO
|
US |
BROADCOM INC |
19,989 |
$5M |
1.53% |
1.5%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
22,477 |
$4M |
1.40% |
6.2%
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
61,313 |
$4M |
1.39% |
1.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
8,689 |
$4M |
1.30% |
4.2%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
21,598 |
$4M |
1.25% |
13.3%
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
6,067 |
$4M |
1.17% |
0.3%
|
- |
|
JPST
|
US |
JPMORGAN ULTRA-SHORT INCOME |
69,713 |
$4M |
1.16% |
-11.6%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
13,960 |
$3M |
1.10% |
4.0%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
4,325 |
$3M |
1.10% |
1.0%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
9,824 |
$3M |
1.02% |
-1.0%
|
- |
|
TSLA
|
US |
TESLA INC |
7,445 |
$3M |
0.99% |
1.0%
|
- |