|
TSLA
|
US |
TESLA INC |
10,928 |
$4M |
8.75% |
-3.2%
|
- |
|
AGG
|
US |
ISHARES CORE U.S. AGGREGATE |
30,934 |
$3M |
5.94% |
1.3%
|
- |
|
VTI
|
US |
VANGUARD TOTAL STOCK MKT ETF |
10,230 |
$3M |
5.88% |
4.0%
|
- |
|
ZECP
|
US |
ZACKS EARNINGS CONSISTENT PO |
83,170 |
$3M |
5.08% |
15.9%
|
- |
|
VEU
|
US |
VANGUARD FTSE ALL-WORLD EX-U |
39,973 |
$2M |
4.55% |
1.2%
|
- |
|
IVV
|
US |
ISHARES CORE S&P 500 ETF |
3,851 |
$2M |
4.50% |
-7.2%
|
- |
|
BND
|
US |
VANGUARD TOTAL BOND MARKET |
28,691 |
$2M |
4.09% |
4.3%
|
- |
|
AAPL
|
US |
APPLE INC |
7,064 |
$2M |
3.51% |
0.2%
|
- |
|
VXUS
|
US |
VANGUARD TOTAL INTL STOCK |
26,789 |
$2M |
3.13% |
5.5%
|
- |
|
COST
|
US |
COSTCO WHOLESALE CORP |
1,503 |
$1M |
2.73% |
0.1%
|
- |
|
MSFT
|
US |
MICROSOFT CORP |
3,002 |
$1M |
2.51% |
0.6%
|
- |
|
NFLX
|
US |
NETFLIX INC |
1,369 |
$1M |
2.42% |
-
|
- |
|
IJH
|
US |
ISHARES CORE S&P MIDCAP ETF |
19,104 |
$1M |
2.36% |
-4.8%
|
- |
|
BNDX
|
US |
VANGUARD TOTAL INTL BOND ETF |
22,724 |
$1M |
2.21% |
2.3%
|
- |
|
CGMU
|
US |
CAP GROUP MUNICIPAL INCOME |
36,351 |
$1M |
1.94% |
-8.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
2,049 |
$1M |
1.84% |
5.8%
|
- |
|
NVDA
|
US |
NVIDIA CORP |
6,655 |
$1M |
1.77% |
-3.1%
|
- |
|
SMIZ
|
US |
ZACKS SMALL/MID CAP ETF |
26,025 |
$1M |
1.73% |
18.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
3,963 |
$1M |
1.72% |
3.2%
|
- |
|
TPL
|
US |
TEXAS PACIFIC LAND CORP |
768 |
$1M |
1.68% |
-13.2%
|
- |