|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
115,626 |
$34M |
14.00% |
-
|
- |
|
SCHG
|
US |
SCHWAB US LARGE-CAP GROWTH |
629,207 |
$18M |
7.32% |
-
|
- |
|
PM
|
US |
PHILIP MORRIS INTERNATIONAL |
128,986 |
$16M |
6.48% |
-
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
555,774 |
$13M |
5.27% |
-
|
- |
|
VBR
|
US |
VANGUARD SMALL-CAP VALUE ETF |
55,695 |
$11M |
4.61% |
-
|
- |
|
DFAU
|
US |
DIMENSIONAL US CORE EQUITY M |
222,870 |
$9M |
3.77% |
-
|
- |
|
DUHP
|
US |
DIMENSIONAL US HIGH PROFI ET |
257,070 |
$9M |
3.63% |
-
|
- |
|
VTV
|
US |
VANGUARD VALUE ETF |
50,202 |
$8M |
3.55% |
-
|
- |
|
SCHV
|
US |
SCHWAB US LARGE-CAP VALUE |
320,383 |
$8M |
3.49% |
-
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
17,406 |
$7M |
2.98% |
-
|
- |
|
SCHF
|
US |
SCHWAB INTL EQUITY ETF |
328,471 |
$6M |
2.54% |
-
|
- |
|
VOE
|
US |
VANGUARD MID-CAP VALUE ETF |
37,277 |
$6M |
2.52% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
7,694 |
$5M |
1.88% |
-
|
- |
|
BAC
|
US |
BANK OF AMERICA CORP |
100,519 |
$4M |
1.85% |
-
|
- |
|
IJK
|
US |
ISHARES S&P MID-CAP 400 GROW |
47,288 |
$4M |
1.80% |
-
|
- |
|
IWP
|
US |
ISHARES RUSSELL MID-CAP GROW |
32,705 |
$4M |
1.73% |
-
|
- |
|
JEPI
|
US |
JPMORGAN EQUITY PREMIUM INCO |
68,337 |
$4M |
1.64% |
-
|
- |
|
IYW
|
US |
ISHARES USTECHNOLOGY ETF |
24,367 |
$4M |
1.62% |
-
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
75,818 |
$4M |
1.51% |
-
|
- |
|
DFUV
|
US |
DIMENSIONAL US MARKETWIDE VA |
85,524 |
$3M |
1.46% |
-
|
- |