|
VOO
|
US |
VANGUARD S&P 500 ETF |
68,452 |
$37M |
23.82% |
0.2%
|
- |
|
VXF
|
US |
VANGUARD EXTENDED MARKET ETF |
149,818 |
$29M |
18.48% |
-3.1%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
298,465 |
$21M |
13.90% |
2.0%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
280,635 |
$17M |
10.69% |
2.4%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
227,131 |
$11M |
7.02% |
-2.0%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
22,779 |
$7M |
4.27% |
0.1%
|
- |
|
AAPL
|
US |
APPLE INC |
12,997 |
$3M |
2.05% |
290.3%
|
- |
|
BSCQ
|
US |
INVESCO BULLETSHARES 2026 CB |
160,917 |
$3M |
2.03% |
30.4%
|
- |
|
ITOT
|
US |
ISHARES CORE S&P TOTAL U.S. |
22,540 |
$3M |
1.87% |
-
|
- |
|
BSCP
|
US |
INVESCO BULLETSHARES 2025 CB |
125,892 |
$3M |
1.68% |
16.9%
|
- |
|
BSCR
|
US |
INVESCO BULLETSHARES 2027 CB |
110,018 |
$2M |
1.39% |
141.5%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
2,327 |
$2M |
1.17% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,736 |
$2M |
1.01% |
2.2%
|
- |
|
TT
|
US |
TRANE TECHNOLOGIES PLC |
3,857 |
$1M |
0.93% |
-
|
- |
|
TYL
|
US |
TYLER TECHNOLOGIES INC |
1,972 |
$1M |
0.73% |
-
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
2,512 |
$1M |
0.67% |
-
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
4,245 |
$1M |
0.61% |
-4.9%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
17,646 |
$1M |
0.57% |
4.1%
|
- |
|
XPO
|
US |
XPO INC |
5,844 |
$1M |
0.50% |
-
|
- |
|
CMF
|
US |
ISHARES CALIFORNIA MUNI BOND |
12,798 |
$1M |
0.48% |
-
|
- |