|
VOO
|
US |
VANGUARD S&P 500 ETF |
73,343 |
$41M |
15.00% |
-
|
- |
|
SPLG
|
US |
SPDR PORTFOLIO S&P 500 ETF |
364,664 |
$26M |
9.54% |
-
|
- |
|
AAPL
|
US |
APPLE INC |
73,948 |
$18M |
6.60% |
-
|
- |
|
RDVY
|
US |
FIRST TRUST RISING DIVIDEND |
273,995 |
$17M |
6.26% |
-
|
- |
|
SCHD
|
US |
SCHWAB US DVD EQUITY ETF |
582,967 |
$16M |
5.91% |
-
|
- |
|
IQLT
|
US |
ISHARES MSCI INTERNATIONAL Q |
311,852 |
$13M |
4.58% |
-
|
- |
|
QQQ
|
US |
INVESCO QQQ TRUST SERIES 1 |
12,227 |
$7M |
2.40% |
-
|
- |
|
VB
|
US |
VANGUARD SMALL-CAP ETF |
26,409 |
$7M |
2.39% |
-
|
- |
|
SCHM
|
US |
SCHWAB US MID CAP ETF |
217,164 |
$6M |
2.29% |
-
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
12,779 |
$5M |
1.90% |
-
|
- |
|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
7,473 |
$5M |
1.66% |
-
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
54,810 |
$4M |
1.45% |
-
|
- |
|
FNDA
|
US |
SCHWAB FNDMNTL US SM CO ETF |
107,321 |
$3M |
1.18% |
-
|
- |
|
SPSM
|
US |
SPDR PORTFOLIO S&P 600 SMALL |
69,770 |
$3M |
1.16% |
-
|
- |
|
XMHQ
|
US |
INVESCO S&P MIDCAP QUAL ETF |
29,841 |
$3M |
1.09% |
-
|
- |
|
MNA
|
US |
NYLI MERGER ARBITRAG ETF-USD |
88,697 |
$3M |
1.08% |
-
|
- |
|
NVDA
|
US |
NVIDIA CORP |
19,292 |
$3M |
0.98% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
5,545 |
$3M |
0.97% |
-
|
- |
|
HYLB
|
US |
XTRACKERS USD HIGH YIELD COR |
69,535 |
$3M |
0.93% |
-
|
- |
|
VGLT
|
US |
VANGUARD LONG-TERM TREASURY |
41,547 |
$2M |
0.86% |
-
|
- |