INVESTMENTS

Apple (AAPL)

Apple is a global technology powerhouse known for its high-margin consumer hardware, including the iPhone, Mac, and iPad lineup. The company's massive active device footprint drives steady, high-margin expansion in its Services division, supporting consistent share buybacks and steady dividend growth.

Nvidia (NVDA)

Elena and I met 5 years ago, and have had lunch with each other nearly every day since. Elena and I bonded over our love for craft projects, and the desire to make sure everything is done as efficiently as possible. I admire Elena's bravery and willingness to try new things - like teaching herself how to sew, and learning to code. 

SpaceX (SPCX)

SpaceX dominates commercial space flight with its reusable Falcon and Starship rocket platforms while generating expanding global subscription revenue through its Starlink satellite network. Its high-growth profile and core positioning in space infrastructure make it a unique, high-valuation play in the aerospace sector.

Tesla (TSLA)

Tesla is an electric vehicle pioneer that continues to expand into autonomous driving software, battery energy storage, and robotics. While near-term performance faces competitive pricing pressure and shifting EV demand, its scale and technological edge keep it at the center of energy and transit innovation.

Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

VCIT invests in high-quality, investment-grade corporate bonds with mid-range maturities to provide predictable interest income. It acts as a stabilizing income anchor in a portfolio, offering higher yields than Treasuries with less sensitivity to interest rate swings than long-term bonds.

Vanguard S&P 500 ETF (VOO)

VOO tracks the performance of the S&P 500, offering broad exposure to 500 of the largest market-leading U.S. companies. Its ultralow expense ratio makes it a foundational core holding for long-term wealth building and broad market equity growth.

Schwab US Divident Equity ETF (SCHD)

SCHD targets fundamental quality by tracking fundamentally strong U.S. companies with a consistent track record of paying robust dividends. It balances sustainable income yield with solid dividend growth potential, making it a popular choice for value-focused investors.

JPMorgan Equity Premium Income (JEPI)

JEPI combines a portfolio of large-cap defensive equities with an equity-linked note (ELN) covered-call option strategy. This structure aims to deliver high monthly income distribution and lower volatility, trading off some upside capital appreciation for current yield.

BITCOIN (BTC)

Bitcoin is the world's primary decentralized cryptocurrency, functioning as digital gold and a borderless store of value driven by fixed, programmatic supply. It serves as a high-volatility, macro-sensitive digital asset that acts as a core benchmark for the broader digital asset ecosystem.

United States Dollar Coin (USDC)

USDC is a fully backed USD-pegged stablecoin issued by Circle to facilitate seamless liquidity, cross-border payments, and decentralized finance transactions. It trades at a target $1 valuation backed by fully disclosed cash and short-term U.S. Treasury reserves, serving as a low-volatility medium of exchange.