|
AAPL
|
US |
APPLE INC |
89,890 |
$23M |
6.80% |
-3.2%
|
- |
|
LLY
|
US |
ELI LILLY & CO |
24,588 |
$19M |
5.74% |
-3.5%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
37,495 |
$16M |
4.78% |
1.5%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
70,594 |
$13M |
4.06% |
0.2%
|
- |
|
JPM
|
US |
JPMORGAN CHASE & CO |
44,459 |
$11M |
3.22% |
-2.2%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
23,144 |
$10M |
3.17% |
0.2%
|
- |
|
WMT
|
US |
WALMART INC |
87,221 |
$8M |
2.38% |
0.2%
|
- |
|
VIG
|
US |
VANGUARD DIVIDEND APPREC ETF |
37,115 |
$7M |
2.20% |
17.1%
|
- |
|
SCHB
|
US |
SCHWAB US BROAD MARKET ETF |
316,792 |
$7M |
2.17% |
244.0%
|
- |
|
VT
|
US |
VANGUARD TOT WORLD STK ETF |
55,402 |
$7M |
1.97% |
-18.6%
|
- |
|
BRK/A
|
US |
BERKSHIRE HATHAWAY INC-CL A |
9 |
$6M |
1.85% |
-
|
- |
|
JNJ
|
US |
JOHNSON & JOHNSON |
42,082 |
$6M |
1.84% |
-2.6%
|
- |
|
GOOGL
|
US |
ALPHABET INC-CL A |
31,523 |
$6M |
1.80% |
-8.0%
|
- |
|
V
|
US |
VISA INC-CLASS A SHARES |
18,518 |
$6M |
1.77% |
-0.1%
|
- |
|
CSCO
|
US |
CISCO SYSTEMS INC |
97,574 |
$6M |
1.75% |
-1.3%
|
- |
|
PG
|
US |
PROCTER & GAMBLE CO/THE |
34,228 |
$6M |
1.73% |
-0.2%
|
- |
|
VYM
|
US |
VANGUARD HIGH DVD YIELD ETF |
43,967 |
$6M |
1.70% |
2.8%
|
- |
|
DFAT
|
US |
DIMENSIONAL US TARGET VALUE |
94,731 |
$5M |
1.59% |
55.8%
|
- |
|
VOO
|
US |
VANGUARD S&P 500 ETF |
9,168 |
$5M |
1.49% |
298.4%
|
- |
|
VUG
|
US |
VANGUARD GROWTH ETF |
11,835 |
$5M |
1.47% |
32.5%
|
- |