|
SPY
|
US |
SPDR S&P 500 ETF TRUST |
89,704 |
$53M |
11.33% |
-2.8%
|
- |
|
SPTM
|
US |
SPDR PORTFOLIO S&P 1500 COMP |
604,320 |
$43M |
9.30% |
9.1%
|
- |
|
IWD
|
US |
ISHARES RUSSELL 1000 VALUE E |
222,425 |
$41M |
8.87% |
91.6%
|
- |
|
SPYG
|
US |
SPDR PORTFOLIO S&P 500 GROWT |
414,823 |
$36M |
7.86% |
-1.1%
|
- |
|
SPYV
|
US |
SPDR PORT S&P 500 VALUE |
681,506 |
$35M |
7.51% |
2.2%
|
- |
|
IWF
|
US |
ISHARES RUSSELL 1000 GROWTH |
85,274 |
$34M |
7.38% |
2.9%
|
- |
|
VV
|
US |
VANGUARD LARGE-CAP ETF |
115,467 |
$31M |
6.71% |
2.9%
|
- |
|
ILCV
|
US |
ISHARES MORNINGSTAR VALUE ET |
288,156 |
$23M |
5.03% |
4585.5%
|
- |
|
IWL
|
US |
ISHARES RUSSELL TOP 200 ETF |
93,623 |
$14M |
2.92% |
2.2%
|
- |
|
AAPL
|
US |
APPLE INC |
40,863 |
$10M |
2.21% |
-1.1%
|
- |
|
CLIP
|
US |
GLOBAL X 1-3 MONTH T-BILL |
73,979 |
$7M |
1.60% |
17.1%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
53,696 |
$7M |
1.55% |
-1.7%
|
- |
|
ILCG
|
US |
ISHARES MORNINGSTAR GROWTH E |
70,768 |
$6M |
1.37% |
-4.9%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
13,680 |
$6M |
1.24% |
6.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
24,493 |
$5M |
1.16% |
-5.8%
|
- |
|
CBZ
|
US |
CBIZ INC |
57,645 |
$5M |
1.02% |
-
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
10,323 |
$5M |
1.01% |
8.3%
|
- |
|
USFR
|
US |
WISDOMTREE FLOATING RATE TRE |
84,277 |
$4M |
0.91% |
-69.2%
|
- |
|
DLN
|
US |
WISDOMTREE US LARGECAP DIVID |
52,985 |
$4M |
0.89% |
100.0%
|
- |
|
MA
|
US |
MASTERCARD INC - A |
7,476 |
$4M |
0.85% |
1.0%
|
- |