|
DJUL
|
US |
FT VEST US EQUITY DEEP BUFFE |
769,412 |
$32M |
10.27% |
-0.5%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
84,441 |
$24M |
7.78% |
-0.5%
|
- |
|
DMAY
|
US |
FT VEST US EQUITY DEEP BUFFE |
591,903 |
$24M |
7.67% |
-4.6%
|
- |
|
IEF
|
US |
ISHARES 7-10 YEAR TREASURY B |
233,804 |
$22M |
6.88% |
-5.1%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
948,434 |
$22M |
6.85% |
183.2%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
38,483 |
$21M |
6.60% |
2.3%
|
- |
|
CVLC
|
US |
CALVERT US L-C CR RESP INDEX |
275,066 |
$20M |
6.42% |
22208.7%
|
- |
|
PAVE
|
US |
GLOBAL X US INFRASTRUCTURE |
291,455 |
$12M |
3.75% |
0.4%
|
- |
|
MOAT
|
US |
VANECK MORNINGSTAR WIDE MOAT |
115,061 |
$11M |
3.39% |
-7.1%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
11,291 |
$9M |
2.77% |
1.1%
|
- |
|
MDT
|
US |
MEDTRONIC PLC |
104,210 |
$8M |
2.65% |
3937.6%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
19,408 |
$8M |
2.53% |
-18.6%
|
- |
|
FNOV
|
US |
FT VEST US EQUITY BUFFER ETF |
158,068 |
$8M |
2.40% |
0.0%
|
- |
|
DNOV
|
US |
FT VEST US EQUITY DEEP BUFFE |
174,860 |
$7M |
2.38% |
7.3%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
32,861 |
$6M |
2.05% |
0.4%
|
- |
|
AAPL
|
US |
APPLE INC |
22,135 |
$6M |
1.76% |
-1.4%
|
- |
|
EWJV
|
US |
ISHARES MSCI JAPAN VALUE ETF |
168,807 |
$5M |
1.68% |
2.0%
|
- |
|
FAPR
|
US |
FT VEST U.S. EQUITY BUFFER E |
117,486 |
$5M |
1.54% |
-
|
- |
|
CAT
|
US |
CATERPILLAR INC |
12,562 |
$5M |
1.45% |
0.2%
|
- |
|
MLN
|
US |
VANECK LONG MUNI ETF |
197,170 |
$4M |
1.12% |
-41.8%
|
- |