|
LLY
|
US |
ELI LILLY & CO |
234,965 |
$181M |
23.64% |
0.1%
|
- |
|
AAPL
|
US |
APPLE INC |
187,931 |
$47M |
6.13% |
0.5%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
635,093 |
$30M |
3.96% |
-1.5%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
49,903 |
$29M |
3.83% |
-2.8%
|
- |
|
PEP
|
US |
PEPSICO INC |
143,202 |
$22M |
2.84% |
-0.7%
|
- |
|
RVTY
|
US |
REVVITY INC |
186,671 |
$21M |
2.72% |
-3.9%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
63,361 |
$18M |
2.39% |
0.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
71,632 |
$16M |
2.05% |
-4.6%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
276,264 |
$14M |
1.88% |
1.7%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
87,657 |
$12M |
1.53% |
1.1%
|
- |
|
SPMD
|
US |
SPDR PORTFOLIO S&P 400 MID C |
193,238 |
$11M |
1.38% |
4.1%
|
- |
|
MGK
|
US |
VANGUARD MEGA CAP GROWTH ETF |
30,609 |
$11M |
1.37% |
2.7%
|
- |
|
DOL
|
US |
WISDOMTREE INTL L/C DVD FUND |
199,986 |
$10M |
1.29% |
-1.5%
|
- |
|
TSLA
|
US |
TESLA INC |
24,109 |
$10M |
1.27% |
-3.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
23,189 |
$10M |
1.27% |
13.5%
|
- |
|
SPDW
|
US |
SPDR PORTFOLIO DEVELOPED WOR |
275,546 |
$9M |
1.23% |
8.8%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
45,611 |
$9M |
1.16% |
2.8%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
65,793 |
$8M |
1.09% |
-1.3%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
17,032 |
$8M |
1.01% |
-0.3%
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
140,129 |
$7M |
0.92% |
-0.5%
|
- |