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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| LQD | ETF ISHARES GS $INVEST | 0.04% | 6,129 | $678,326 | 6,129 | New | $110.67 | 13F |
| SCHD | SCHWAB US DIVIDEND | 0.03% | 7,490 | $570,213 | 7,490 | New | $76.13 | 13F |
| HD | HOME DEPOT INC | 0.02% | 801 | $277,586 | 801 | New | $346.55 | 13F |
| SCHZ | SCHWAB US AGGREGATE BOND | 0.02% | 7,425 | $346,153 | 7,425 | New | $46.62 | 13F |
| IVW | ISHARES TR S&P 500 GROWTH ETF | 0.01% | 2,737 | $205,578 | 2,737 | New | $75.11 | 13F |
| NVDA | NVIDIA CORP | 0.01% | 453 | $224,334 | 453 | New | $495.22 | 13F |