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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | $71.2M | 807,580 | 6.15% |
| 2 | ISHARES INC | $51.1M | 649,671 | 4.42% |
| 3 | VANGUARD WELLINGTON FD | $47.8M | 307,946 | 4.13% |
| 4 | ISHARES TR | $46.9M | 189,278 | 4.06% |
| 5 | NVIDIA CORPORATION | $45.8M | 262,342 | 3.95% |
| 6 | MICROSOFT CORP | $40.1M | 108,366 | 3.47% |
| 7 | AMAZON COM INC | $38.2M | 183,426 | 3.30% |
| 8 | VANGUARD INDEX FDS | $34.7M | 79,462 | 3.00% |
| 9 | VANGUARD WELLINGTON FD | $33.4M | 248,431 | 2.89% |
| 10 | VANGUARD TAX-MANAGED FDS | $25.8M | 403,001 | 2.23% |
| 11 | JPMORGAN CHASE & CO | $25.2M | 85,580 | 2.18% |
| 12 | VANGUARD WELLINGTON FD | $24.4M | 183,460 | 2.11% |
| 13 | VANGUARD SCOTTSDALE FDS | $23.9M | 407,510 | 2.06% |
| 14 | VANGUARD WELLINGTON FD | $22.5M | 114,226 | 1.95% |
| 15 | VANGUARD INTL EQUITY INDEX F | $21.0M | 255,116 | 1.82% |
| 16 | ELI LILLY & CO | $20.2M | 21,991 | 1.75% |
| 17 | ISHARES TR | $19.5M | 210,228 | 1.68% |
| 18 | AMERICAN CENTY ETF TR | $17.4M | 156,513 | 1.50% |
| 19 | ISHARES TR | $15.7M | 23,998 | 1.35% |
| 20 | VANGUARD MUN BD FDS | $15.6M | 311,766 | 1.34% |
| 21 | SUMITOMO MITSUI FIN GRP INC | $14.3M | 725,248 | 1.24% |
| 22 | VISA INC | $14.1M | 46,721 | 1.22% |
| 23 | ISHARES TR | $14.0M | 155,193 | 1.21% |
| 24 | ISHARES TR | $13.5M | 147,807 | 1.17% |
| 25 | VANGUARD INTL EQUITY INDEX F | $12.3M | 227,141 | 1.06% |
| 26 | ISHARES INC | $11.7M | 181,304 | 1.01% |
| 27 | CATERPILLAR INC | $11.6M | 16,404 | 1.00% |
| 28 | BANK AMERICA CORP | $11.1M | 227,522 | 0.96% |
| 29 | ISHARES TR | $11.0M | 258,356 | 0.95% |
| 30 | GE AEROSPACE | $10.9M | 38,436 | 0.94% |
| 31 | ISHARES TR | $10.8M | 45,160 | 0.94% |
| 32 | VANGUARD INDEX FDS | $10.8M | 37,545 | 0.93% |
| 33 | GE VERNOVA INC | $10.8M | 12,341 | 0.93% |
| 34 | CUMMINS INC | $10.2M | 18,974 | 0.88% |
| 35 | EXXON MOBIL CORP | $10.0M | 58,833 | 0.86% |
| 36 | AMERICAN CENTY ETF TR | $9.8M | 164,057 | 0.85% |
| 37 | WISDOMTREE TR | $9.3M | 184,627 | 0.80% |
| 38 | ISHARES TR | $9.1M | 90,495 | 0.79% |
| 39 | INTERNATIONAL BUSINESS MACHS | $9.1M | 37,551 | 0.79% |
| 40 | AMERICAN CENTY ETF TR | $8.8M | 108,818 | 0.76% |
| 41 | VANGUARD INSTL INDEX FD | $8.5M | 112,279 | 0.73% |
| 42 | COMFORT SYS USA INC | $8.4M | 6,073 | 0.72% |
| 43 | AMERICAN CENTY ETF TR | $7.8M | 77,768 | 0.67% |
| 44 | AMERICAN CENTY ETF TR | $7.6M | 162,708 | 0.66% |
| 45 | CITIGROUP INC | $7.6M | 66,625 | 0.65% |
| 46 | ISHARES TR | $7.4M | 145,961 | 0.64% |
| 47 | VERTEX PHARMACEUTICALS INC | $7.0M | 15,734 | 0.61% |
| 48 | ASML HLDG NV | $6.7M | 5,085 | 0.58% |
| 49 | CAMECO CORP | $6.6M | 61,161 | 0.57% |
| 50 | FREEPORT MCMORAN INC | $6.4M | 109,408 | 0.56% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.