Filing: 0001172661-25-002954
Total Filing Value
$260.99MIssuer | Symbol | Class | CUSIP | Value | Shares | Put/Call |
|---|---|---|---|---|---|---|
| APPLE INC | AAPL | COM | 037833100 | $7,609,003 | 37,086 | — |
| MICROSOFT CORP | MSFT | COM | 594918104 | $5,733,289 | 11,526 | — |
| SPDR S&P 500 ETF TR | 1557.T | TR UNIT | 78462F103 | $5,669,036 | 9,175 | — |
| VANECK MERK GOLD ETF | GOLD SHS | 921078101 | $5,403,410 | 169,439 | — | |
| NVIDIA CORPORATION | NVDA | COM | 67066G104 | $4,916,760 | 31,120 | — |
| ISHARES TR | IWY | RUS TP200 GR ETF | 464289438 | $4,547,759 | 18,448 | — |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $4,405,930 | 9,069 | — | |
| ISHARES TR | ITOT | CORE S&P TTL STK | 464287150 | $4,398,795 | 32,574 | — |
| ISHARES TR | DGRO | CORE DIV GRWTH | 46434V621 | $4,037,832 | 63,150 | — |
| ISHARES TR | IWR | RUS MID CAP ETF | 464287499 | $4,016,252 | 43,669 | — |
| SPDR GOLD TR | GOLD SHS | 78463V107 | $3,192,332 | 10,472 | — | |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | $3,023,194 | 35,964 | — | |
| DIMENSIONAL ETF TRUST | DFAC | US CORE EQUITY 2 | 25434V708 | $2,892,081 | 80,694 | — |
| ISHARES TR | TIP | TIPS BD ETF | 464287176 | $2,794,581 | 25,396 | — |
| ISHARES TR | SHY | 1 3 YR TREAS BD | 464287457 | $2,713,147 | 32,743 | — |
| MPLX LP | MPLX | COM UNIT REP LTD | 55336V100 | $2,689,501 | 52,213 | — |
| ISHARES TR | ISTB | CORE 1 5 YR USD | 46432F859 | $2,687,407 | 55,239 | — |
| EATON CORP PLC | ETN | SHS | G29183103 | $2,670,852 | 7,481 | — |
| JPMORGAN CHASE & CO. | JPM | COM | 46625H100 | $2,664,596 | 9,191 | — |
| VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 92647N535 | $2,582,575 | 50,818 | — |
Rows:
1–20 of 295
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