|
DGRO
|
US |
ISHARES CORE DIVIDEND GROWTH |
168,886 |
$10M |
11.24% |
-
|
- |
|
CGGO
|
US |
CAP GROUP GLOBAL GROWTH |
334,906 |
$10M |
10.62% |
-
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
12,871 |
$5M |
5.73% |
-
|
- |
|
GLOF
|
US |
ISHARES GLOBAL EQUITY FACTOR |
103,512 |
$4M |
4.87% |
-
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
58,953 |
$4M |
4.60% |
-
|
- |
|
CGDG
|
US |
CAP GROUP DIVIDEND GROWERS |
142,144 |
$4M |
4.57% |
-
|
- |
|
JPIE
|
US |
JPMORGAN INCOME ETF |
81,232 |
$4M |
4.02% |
-
|
- |
|
LRGF
|
US |
ISHARES US EQUITY FACTOR ETF |
60,087 |
$4M |
3.93% |
-
|
- |
|
JBBB
|
US |
JANUS HENDERSON B-BBB CLO ET |
55,628 |
$3M |
2.97% |
-
|
- |
|
IGRO
|
US |
ISHARES INTL DIV GROWTH ETF |
39,695 |
$3M |
2.93% |
-
|
- |
|
SMLF
|
US |
ISHARES US SMALLCAP EQUITY F |
38,886 |
$3M |
2.85% |
-
|
- |
|
VCLT
|
US |
VANGUARD LONG-TERM CORP BOND |
34,275 |
$3M |
2.78% |
-
|
- |
|
CGMS
|
US |
CAP GROUP US MULTI-SECT BOND |
81,772 |
$2M |
2.42% |
-
|
- |
|
HTAB
|
US |
HARTFORD SCHRODERS TAX AWARE |
113,916 |
$2M |
2.39% |
-
|
- |
|
EMGF
|
US |
ISHARES EMERGING MARKETS EQU |
41,537 |
$2M |
2.04% |
-
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
6,385 |
$2M |
2.01% |
-
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
3,122 |
$2M |
1.82% |
-
|
- |
|
FBTC
|
US |
FIDELITY WISE ORIGIN BITCOIN |
19,375 |
$2M |
1.71% |
-
|
- |
|
VTEB
|
US |
VANGUARD TAX-EXEMPT BOND ETF |
30,714 |
$2M |
1.67% |
-
|
- |
|
MUB
|
US |
ISHARES NATIONAL MUNI BOND E |
13,214 |
$1M |
1.53% |
-
|
- |