|
SCHK
|
US |
SCHWAB 1000 INDEX ETF |
621,234 |
$18M |
18.57% |
100.0%
|
- |
|
SCHR
|
US |
SCHWAB INTERMEDIATE-TERM US |
211,119 |
$5M |
5.42% |
114.2%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
68,588 |
$4M |
4.51% |
0.5%
|
- |
|
AAPL
|
US |
APPLE INC |
12,911 |
$3M |
3.41% |
-47.4%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
5,487 |
$2M |
2.63% |
-5.0%
|
- |
|
QUAL
|
US |
ISHARES MSCI USA QUALITY FAC |
13,297 |
$2M |
2.50% |
-6.4%
|
- |
|
USMV
|
US |
ISHARES MSCI USA MIN VOL FAC |
26,482 |
$2M |
2.48% |
-1.0%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
3,155 |
$2M |
1.80% |
1.3%
|
- |
|
MTUM
|
US |
ISHARES MSCI USA MOMENTUM FA |
7,533 |
$2M |
1.65% |
-8.6%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
11,402 |
$1M |
1.54% |
0.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,266 |
$1M |
1.45% |
-63.0%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
5,319 |
$1M |
1.35% |
-55.6%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
16,978 |
$1M |
1.28% |
-0.1%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
5,979 |
$1M |
1.20% |
-56.7%
|
- |
|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
18,515 |
$1M |
1.20% |
-5.5%
|
- |
|
IVE
|
US |
ISHARES S&P 500 VALUE ETF |
5,581 |
$1M |
1.12% |
-
|
- |
|
DUK
|
US |
DUKE ENERGY CORP |
9,474 |
$1M |
1.08% |
-1.3%
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
9,437 |
$1M |
1.06% |
-
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
4,870 |
$1M |
1.01% |
1.5%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
8,691 |
$1M |
0.99% |
0.0%
|
- |