|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
101,204 |
$6M |
5.55% |
2.0%
|
- |
|
AAPL
|
US |
APPLE INC |
21,047 |
$5M |
4.64% |
-4.0%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
8,744 |
$5M |
4.53% |
8.4%
|
- |
|
IWM
|
US |
ISHARES RUSSELL 2000 ETF |
22,309 |
$5M |
4.34% |
3.9%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
9,678 |
$4M |
3.86% |
-5.9%
|
- |
|
RSP
|
US |
INVESCO S&P 500 EQUAL WEIGHT |
23,341 |
$4M |
3.60% |
-8.9%
|
- |
|
TFLO
|
US |
ISHARES TREASURY FLOATING RA |
78,770 |
$4M |
3.50% |
0.4%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
6,998 |
$3M |
2.60% |
-3.4%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
4 |
$3M |
2.40% |
-
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
13,642 |
$3M |
2.29% |
-13.0%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
50,886 |
$2M |
2.14% |
-6.0%
|
- |
|
ISRG
|
US |
INTUITIVE SURGICAL INC |
4,298 |
$2M |
1.97% |
-4.5%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
7,576 |
$2M |
1.46% |
-4.9%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
2,027 |
$2M |
1.38% |
-13.4%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
7,865 |
$2M |
1.36% |
2.0%
|
- |
|
FVD
|
US |
FIRST TRUST VALUE LINE DVD |
34,667 |
$2M |
1.33% |
19.6%
|
- |
|
78462F953
|
- |
SPDR S&P 500 ETF TR |
2,710 |
$2M |
1.33% |
-69.6%
|
- |
|
APO
|
US |
APOLLO GLOBAL MANAGEMENT INC |
8,714 |
$1M |
1.27% |
888.0%
|
- |
|
AVGO
|
US |
BROADCOM INC |
5,856 |
$1M |
1.19% |
-8.1%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
2,420 |
$1M |
1.15% |
3.1%
|
- |