| Ticker | Asset | Value |
|---|
| SNAXX |
Schwab Value Advantage Money Fund Ultra Shares MF |
$500k–1M |
| — |
NOTE RECEIVABLE - HIDDEN CASTLES, WAXSAW, NC UNION COUNTY DO |
$250k–500k |
| — |
NOTE RECEIVABLE - VAUGHN FAMILY, N WILKEBORO, NC DO |
$250k–500k |
| SWGXX |
Schwab Government Money Fund - Sweep Shares MF |
$250k–500k |
| — |
CAPITAL ONE BANK 4.35% BA |
$100k–250k |
| — |
CELTIC BANK CORP 4.7%27 BA |
$100k–250k |
| — |
MORTAGE NOTE RECEIVABLE - MOODY, BANNER ELK NC DO |
$100k–250k |
| — |
Note Receivable - Darrell Hampton Sr, Fleetwood, NC DO |
$100k–250k |
| — |
al - 240 Rime Frost RP |
$100k–250k |
| SCHX |
Schwab U.S. Large-Cap ETF EF |
$100k–250k |
| VEA |
Vanguard FTSE Developed Markets ETF EF |
$100k–250k |
| BND |
Vanguard Total Bond Market ETF EF |
$100k–250k |
| VTV |
Vanguard Value ETF EF |
$100k–250k |
| DODIX |
Dodge & Cox Income Fund - Class I MF |
$50k–100k |
| — |
Ellington Financial Inc. 7.00% Series D Cumulative Perpetual Redeemable Preferred Stock (EFC$D) ST |
$50k–100k |
| HTGC |
Hercules Capital, Inc. ST |
$50k–100k |
| QQQ |
Invesco QQQ Trust, Series 1 EF |
$50k–100k |
| RSPT |
Invesco S&P 500 Equal Weight Technology ETF EF |
$50k–100k |
| PIMIX |
PIMCO Income Fund Insti Class MF |
$50k–100k |
| SCHI |
Foscoe Watauga County, NC, US Schwab 5-10 Year Corporate Bond ETF EF |
$50k–100k |
| SCHB |
Schwab U.S. Broad Market ETF EF |
$50k–100k |
| XLK |
State Street Technology Select Sector SPDR ETF EF |
$50k–100k |
| VTI |
Vanguard Total Stock Market ETF EF |
$50k–100k |
| ABBV |
AbbVie Inc. Common Stock ST |
$15k–50k |
| ARLP |
Alliance Resource Partners, L.P. - Common Units Representing Limited Partnership Interests ST |
$15k–50k |