|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
46,748 |
$28M |
13.78% |
-2.5%
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
522,380 |
$14M |
7.15% |
216.6%
|
- |
|
VIOO
|
US |
VANGUARD S&P SMALL-CAP 600 E |
110,479 |
$12M |
5.87% |
-3.4%
|
- |
|
FBND
|
US |
FIDELITY TOTAL BOND ETF |
248,192 |
$11M |
5.58% |
30.4%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
40,246 |
$11M |
5.32% |
1.2%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
54,365 |
$10M |
4.77% |
54.0%
|
- |
|
TSLA
|
US |
TESLA INC |
21,830 |
$9M |
4.42% |
-31.8%
|
- |
|
VGT
|
US |
VANGUARD INFO TECH ETF |
13,051 |
$8M |
4.06% |
5.3%
|
- |
|
IXN
|
US |
ISHARES GLOBAL TECH ETF |
78,759 |
$7M |
3.34% |
9.6%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
28,652 |
$6M |
3.15% |
-1.9%
|
- |
|
VIGI
|
US |
VANGUARD INT DIV APP INDX FD |
77,010 |
$6M |
3.09% |
-8.5%
|
- |
|
SPG
|
US |
SIMON PROPERTY GROUP INC |
33,474 |
$6M |
2.89% |
-9.4%
|
- |
|
AAPL
|
US |
APPLE INC |
18,378 |
$5M |
2.31% |
-1.9%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
23,473 |
$5M |
2.30% |
8.5%
|
- |
|
PEY
|
US |
INVESCO HIGH YIELD EQUITY DI |
175,929 |
$4M |
1.87% |
-8.9%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
17,720 |
$3M |
1.68% |
2.2%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
7,883 |
$3M |
1.66% |
4.1%
|
- |
|
WPC
|
US |
WP CAREY INC |
50,018 |
$3M |
1.36% |
-6.5%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
4,498 |
$3M |
1.32% |
7.3%
|
- |
|
SHY
|
US |
ISHARES 1-3 YEAR TREASURY BO |
30,785 |
$3M |
1.26% |
10.1%
|
- |