$324Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AAPL | APPLE INC | 0.48 | 9,060 | 1,553,610 | UNCHANGED | 0.00 | |
AAXJ | ISHARES TR | 0.23 | 7,185 | 745,731 | ADDED | 3.35 | |
AAXJ | ISHARES TR | 0.15 | 7,545 | 477,825 | REDUCED | -10.07 | |
AGG | ISHARES TR | 1.73 | 16,645 | 5,610,060 | REDUCED | -8.32 | |
AGG | ISHARES TR | 0.91 | 16,428 | 2,942,450 | REDUCED | -2.58 | |
AGG | ISHARES TR | 0.58 | 6,959 | 1,884,570 | REDUCED | -8.45 | |
AGG | ISHARES TR | 0.51 | 10,432 | 1,656,710 | REDUCED | -6.93 | |
AGG | ISHARES TR | 0.10 | 3,850 | 325,094 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.10 | 3,882 | 310,017 | UNCHANGED | 0.00 | |
AGG | ISHARES TR | 0.10 | 7,861 | 322,931 | ADDED | 1.29 | |
AMZN | AMAZON COM INC | 0.07 | 1,337 | 241,168 | REDUCED | -11.04 | |
BNDW | VANGUARD SCOTTSDALE FDS | 21.19 | 1,185,300 | 68,830,400 | ADDED | 3.33 | |
BNDW | VANGUARD SCOTTSDALE FDS | 0.55 | 30,627 | 1,793,210 | ADDED | 3.18 | |
FNDA | SCHWAB STRATEGIC TR | 13.37 | 884,987 | 43,408,600 | ADDED | 5.78 | |
FNDA | SCHWAB STRATEGIC TR | 12.80 | 448,320 | 41,568,300 | REDUCED | -0.69 | |
FNDA | SCHWAB STRATEGIC TR | 4.49 | 191,998 | 14,588,000 | REDUCED | -2.00 | |
FNDA | SCHWAB STRATEGIC TR | 3.14 | 261,132 | 10,189,400 | REDUCED | -5.5 | |
FNDA | SCHWAB STRATEGIC TR | 1.91 | 99,966 | 6,203,880 | REDUCED | -4.65 | |
FNDA | SCHWAB STRATEGIC TR | 1.62 | 207,970 | 5,251,240 | ADDED | 2.76 | |
FNDA | SCHWAB STRATEGIC TR | 1.29 | 86,811 | 4,185,160 | REDUCED | -26.89 | |
FNDA | SCHWAB STRATEGIC TR | 0.99 | 90,097 | 3,225,470 | REDUCED | -12.58 | |
FNDA | SCHWAB STRATEGIC TR | 0.17 | 10,970 | 540,180 | REDUCED | -3.4 | |
LLY | ELI LILLY & CO | 0.08 | 352 | 273,842 | UNCHANGED | 0.00 | |
MCD | MCDONALDS CORP | 0.06 | 738 | 208,079 | UNCHANGED | 0.00 | |
MSFT | MICROSOFT CORP | 0.06 | 483 | 203,225 | REDUCED | -17.15 | |
NVDA | NVIDIA CORPORATION | 0.28 | 1,011 | 913,499 | ADDED | 27.01 | |
PEP | PEPSICO INC | 0.09 | 1,572 | 275,116 | UNCHANGED | 0.00 | |
RNG | RINGCENTRAL INC | 0.01 | 30,000 | 28,355 | UNCHANGED | 0.00 | |
SPGI | S&P GLOBAL INC | 0.12 | 955 | 406,305 | UNCHANGED | 0.00 | |
TSLA | TESLA INC | 0.26 | 4,750 | 835,003 | UNCHANGED | 0.00 | |
UNH | UNITEDHEALTH GROUP INC | 0.36 | 2,385 | 1,179,860 | UNCHANGED | 0.00 | |
VEA | VANGUARD TAX-MANAGED FDS | 4.46 | 288,370 | 14,467,500 | REDUCED | -0.89 | |
VEU | VANGUARD INTL EQUITY INDEX F | 1.10 | 85,395 | 3,566,940 | ADDED | 2.66 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.82 | 22,758 | 2,659,020 | ADDED | 4.69 | |
VEU | VANGUARD INTL EQUITY INDEX F | 0.09 | 4,898 | 287,240 | REDUCED | -2.43 | |
VOO | VANGUARD INDEX FDS | 9.99 | 94,278 | 32,450,300 | REDUCED | -2.25 | |
VOO | VANGUARD INDEX FDS | 8.85 | 176,521 | 28,748,200 | ADDED | 0.29 | |
VOO | VANGUARD INDEX FDS | 2.97 | 37,019 | 9,651,590 | ADDED | 4.12 | |
VOO | VANGUARD INDEX FDS | 2.10 | 35,588 | 6,828,580 | ADDED | 7.27 | |
VOO | VANGUARD INDEX FDS | 0.39 | 5,557 | 1,270,280 | REDUCED | -1.79 | |
VOO | VANGUARD INDEX FDS | 0.32 | 4,021 | 1,045,060 | REDUCED | -0.86 | |
VOO | VANGUARD INDEX FDS | 0.11 | 748 | 359,564 | ADDED | 13.85 | |
WFC | WELLS FARGO CO NEW | 0.09 | 4,949 | 286,844 | UNCHANGED | 0.00 | |
BERKSHIRE HATHAWAY INC DEL | 0.53 | 4,081 | 1,716,140 | REDUCED | -5.00 | ||
BERKSHIRE HATHAWAY INC DEL | 0.39 | 2.00 | 1,268,880 | UNCHANGED | 0.00 |