|
AAPL
|
US |
APPLE INC |
41,389 |
$10M |
7.49% |
-
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
129,199 |
$7M |
5.20% |
-
|
- |
|
BIV
|
US |
VANGUARD INTERMEDIATE-TERM B |
75,961 |
$6M |
4.10% |
-
|
- |
|
EZM
|
US |
WISDOMTREE US MIDCAP FUND |
89,899 |
$6M |
4.06% |
-
|
- |
|
HYG
|
US |
ISHARES IBOXX HIGH YLD CORP |
60,313 |
$5M |
3.43% |
-
|
- |
|
VOT
|
US |
VANGUARD MID-CAP GROWTH ETF |
17,987 |
$5M |
3.30% |
-
|
- |
|
SPHQ
|
US |
INVESCO S&P 500 QUALITY ETF |
67,904 |
$5M |
3.29% |
-
|
- |
|
DFAI
|
US |
DIMENSIONAL INTERNATIONAL CO |
153,826 |
$4M |
3.25% |
-
|
- |
|
PEG
|
US |
PUBLIC SERVICE ENTERPRISE GP |
52,672 |
$4M |
3.22% |
-
|
- |
|
33740U539
|
- |
FIRST TR EXCHNG TRADED FD VI |
120,072 |
$4M |
2.66% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
6,284 |
$4M |
2.66% |
-
|
- |
|
YMAR
|
US |
FT VT INT EQU M B- MAR-US I |
155,208 |
$4M |
2.56% |
-
|
- |
|
SPYG
|
US |
SPDR PORTFOLIO S&P 500 GROWT |
35,836 |
$3M |
2.28% |
-
|
- |
|
TGRW
|
US |
T ROWE PRICE GROWTH STOCK ET |
76,980 |
$3M |
2.21% |
-
|
- |
|
TFLO
|
US |
ISHARES TREASURY FLOATING RA |
58,772 |
$3M |
2.14% |
-
|
- |
|
XLK
|
US |
TECHNOLOGY SELECT SECT SPDR |
11,940 |
$3M |
2.01% |
-
|
- |
|
SGOV
|
US |
ISHARES 0-3 MONTH TREASURY B |
26,113 |
$3M |
1.89% |
-
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
3,950 |
$2M |
1.67% |
-
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
4,374 |
$2M |
1.62% |
-
|
- |
|
IWO
|
US |
ISHARES RUSSELL 2000 GROWTH |
7,141 |
$2M |
1.49% |
-
|
- |