Filing: 0001172661-24-004595
Total Filing Value
$229.81MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| APPLE INC | AAPL | COM | 037833100 | $7,840,929 | 33,652 | — |
| SPDR S&P 500 ETF TR | 1557.T | TR UNIT | 78462F103 | $5,015,812 | 8,742 | — |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | $4,842,774 | 190,736 | — | |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | 25434V708 | $4,773,273 | 139,203 | — |
| MICROSOFT CORP | MSFT | COM | 594918104 | $4,582,616 | 10,650 | — |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $3,871,290 | 31,878 | — |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $3,436,071 | 7,466 | — | |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | $3,414,432 | 44,517 | — | |
| ISHARES TR | ITOT | CORE S&P TTL STK | 464287150 | $3,019,989 | 24,041 | — |
| ISHARES TR | IWY | RUS TP200 GR ETF | 464289438 | $2,967,511 | 13,486 | — |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $2,954,697 | 6,054 | — | |
| ISHARES TR | TIP | TIPS BD ETF | 464287176 | $2,878,341 | 26,055 | — |
| ISHARES TR | DGRO | CORE DIV GRWTH | 46434V621 | $2,820,612 | 44,993 | — |
| ISHARES TR | IWR | RUS MID CAP ETF | 464287499 | $2,677,179 | 30,374 | — |
| ISHARES TR | SHY | 1 3 YR TREAS BD | 464287457 | $2,669,435 | 32,104 | — |
| ISHARES TR | ISTB | CORE 1 5 YR USD | 46432F859 | $2,653,711 | 54,513 | — |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 | $2,638,023 | 51,919 | — | |
| MPLX LP | MPLX | COM UNIT REP LTD | 55336V100 | $2,539,644 | 57,122 | — |
| ELI LILLY & CO | LLY | COM | 532457108 | $2,486,395 | 2,807 | — |
| EATON CORP PLC | ETN | SHS | G29183103 | $2,259,405 | 6,817 | — |
Rows:
1–20 of 285
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