|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
65,436 |
$39M |
10.15% |
-4.3%
|
- |
|
VEA
|
US |
VANGUARD FTSE DEVELOPED ETF |
754,201 |
$36M |
9.51% |
3.0%
|
- |
|
VCIT
|
US |
VANGUARD INT-TERM CORPORATE |
287,905 |
$23M |
6.09% |
0.9%
|
- |
|
VWO
|
US |
VANGUARD FTSE EMERGING MARKE |
519,719 |
$23M |
6.03% |
-4.0%
|
- |
|
GVI
|
US |
ISHARES INTERMEDIATE GOVERNM |
166,730 |
$17M |
4.58% |
0.8%
|
- |
|
IJR
|
US |
ISHARES CORE S&P SMALL-CAP E |
140,385 |
$16M |
4.26% |
5.0%
|
- |
|
WMT
|
US |
WALMART INC |
143,936 |
$13M |
3.43% |
-2.4%
|
- |
|
SCHA
|
US |
SCHWAB US SMALL-CAP ETF |
484,640 |
$13M |
3.30% |
71.4%
|
- |
|
VO
|
US |
VANGUARD MID-CAP ETF |
45,999 |
$12M |
3.20% |
-13.6%
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
188,312 |
$12M |
3.09% |
5.3%
|
- |
|
TIP
|
US |
ISHARES TIPS BOND ETF |
100,069 |
$11M |
2.81% |
-0.7%
|
- |
|
INTF
|
US |
ISHARES INTERNATIONAL EQUITY |
295,357 |
$8M |
2.24% |
-25.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
12,802 |
$7M |
1.98% |
-2.7%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
32,616 |
$7M |
1.89% |
-2.5%
|
- |
|
CRM
|
US |
SALESFORCE INC |
21,022 |
$7M |
1.85% |
-6.3%
|
- |
|
CPAY
|
US |
CORPAY INC |
19,819 |
$7M |
1.77% |
-7.3%
|
- |
|
PYPL
|
US |
PAYPAL HOLDINGS INC |
78,346 |
$7M |
1.76% |
-7.0%
|
- |
|
IEF
|
US |
ISHARES 7-10 YEAR TREASURY B |
71,430 |
$7M |
1.74% |
8.5%
|
- |
|
AAPL
|
US |
APPLE INC |
25,372 |
$6M |
1.67% |
-24.8%
|
- |
|
FI
|
US |
FISERV INC |
30,555 |
$6M |
1.65% |
-7.7%
|
- |