|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
76,039 |
$45M |
16.59% |
-26.7%
|
- |
|
ARLP
|
US |
ALLIANCE RESOURCE PARTNERS |
1,159,740 |
$30M |
11.30% |
-0.5%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
187,142 |
$22M |
7.99% |
-27.3%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
201,390 |
$13M |
4.65% |
-2.3%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
51,377 |
$12M |
4.56% |
-0.8%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
21,354 |
$9M |
3.34% |
-20.5%
|
- |
|
AVUV
|
US |
AVANTIS US SMALL CAP VALUE |
82,354 |
$8M |
2.95% |
100.0%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
10 |
$7M |
2.52% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
15,020 |
$7M |
2.52% |
-4.1%
|
- |
|
CHDN
|
US |
CHURCHILL DOWNS INC |
45,914 |
$6M |
2.27% |
-8.4%
|
- |
|
BX
|
US |
BLACKSTONE INC |
27,311 |
$5M |
1.75% |
-2.6%
|
- |
|
AAPL
|
US |
APPLE INC |
18,521 |
$5M |
1.72% |
-8.9%
|
- |
|
KO
|
US |
COCA-COLA CO/THE |
68,656 |
$4M |
1.58% |
-11.3%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
59,767 |
$4M |
1.56% |
-5.8%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
75,763 |
$4M |
1.47% |
-24.4%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
10,774 |
$3M |
1.26% |
-38.7%
|
- |
|
CVX
|
US |
CHEVRON CORP |
21,204 |
$3M |
1.14% |
-19.4%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
18,108 |
$3M |
1.13% |
0.6%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
26,452 |
$3M |
1.05% |
3.8%
|
- |
|
HYG
|
US |
ISHARES IBOXX HIGH YLD CORP |
34,803 |
$3M |
1.01% |
-11.5%
|
- |