|
AAPL
|
US |
APPLE INC |
120,378 |
$30M |
18.36% |
25.4%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
27,536 |
$16M |
9.87% |
23.3%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
140,054 |
$9M |
5.32% |
27.6%
|
- |
|
PAVE
|
US |
GLOBAL X US INFRASTRUCTURE |
147,860 |
$6M |
3.64% |
14.1%
|
- |
|
IWV
|
US |
ISHARES RUSSELL 3000 ETF |
17,730 |
$6M |
3.61% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
9,827 |
$6M |
3.51% |
-1.7%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
49,764 |
$6M |
3.49% |
4.5%
|
- |
|
AFRM
|
US |
AFFIRM HOLDINGS INC |
90,481 |
$6M |
3.36% |
6.6%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
11,144 |
$5M |
2.86% |
-37.3%
|
- |
|
IEFA
|
US |
ISHARES CORE MSCI EAFE ETF |
63,501 |
$4M |
2.72% |
62.5%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
31,945 |
$4M |
2.61% |
4.9%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
18,940 |
$4M |
2.53% |
-9.1%
|
- |
|
IEMG
|
US |
ISHARES CORE MSCI EMERGING |
75,607 |
$4M |
2.40% |
4.7%
|
- |
|
MDY
|
US |
SPDR S&P MIDCAP 400 ETF TRST |
6,200 |
$4M |
2.15% |
-
|
- |
|
EWJ
|
US |
ISHARES MSCI JAPAN ETF |
45,754 |
$3M |
1.87% |
7.7%
|
- |
|
TSLA
|
US |
TESLA INC |
7,232 |
$3M |
1.78% |
332.5%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
2,852 |
$3M |
1.59% |
-24.8%
|
- |
|
XOM
|
US |
EXXON MOBIL CORP |
23,976 |
$3M |
1.57% |
1.0%
|
- |
|
UNP
|
US |
UNION PACIFIC CORP |
10,661 |
$2M |
1.48% |
7.1%
|
- |
|
IWR
|
US |
ISHARES RUSSELL MID-CAP ETF |
25,470 |
$2M |
1.37% |
14.6%
|
- |