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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $699K | 2572320 | 3.63% |
| 2 | MICROSOFT CORP | $654K | 1353951 | 3.39% |
| 3 | NVIDIA CORPORATION | $594K | 3186154 | 3.08% |
| 4 | ISHARES TR | $507K | 741410 | 2.63% |
| 5 | ELI LILLY & CO | $408K | 380415 | 2.12% |
| 6 | AMAZON COM INC | $348K | 1509352 | 1.81% |
| 7 | ALPHABET INC | $307K | 982095 | 1.59% |
| 8 | BROADCOM INC | $266K | 768878 | 1.38% |
| 9 | ALPHABET INC | $264K | 842251 | 1.37% |
| 10 | SPDR S&P 500 ETF TR | $259K | 380812 | 1.34% |
| 11 | ISHARES TR | $247K | 2473369 | 1.28% |
| 12 | ISHARES TR | $245K | 518642 | 1.27% |
| 13 | META PLATFORMS INC | $222K | 337631 | 1.15% |
| 14 | JPMORGAN CHASE & CO. | $215K | 668759 | 1.12% |
| 15 | ISHARES TR | $205K | 2142587 | 1.06% |
| 16 | ISHARES TR | $180K | 857517 | 0.93% |
| 17 | ISHARES TR | $175K | 469194 | 0.91% |
| 18 | VISA INC | $153K | 438085 | 0.79% |
| 19 | TESLA INC | $145K | 323237 | 0.75% |
| 20 | BERKSHIRE HATHAWAY INC DEL | $130K | 258706 | 0.67% |
| 21 | EXXON MOBIL CORP | $120K | 1003214 | 0.62% |
| 22 | ABBVIE INC | $118K | 518418 | 0.61% |
| 23 | JOHNSON & JOHNSON | $118K | 571053 | 0.61% |
| 24 | ISHARES TR | $114K | 1728322 | 0.59% |
| 25 | ISHARES TR | $112K | 938239 | 0.58% |
| 26 | DIMENSIONAL ETF TRUST | $101K | 3114899 | 0.52% |
| 27 | VANGUARD TAX-MANAGED FDS | $99K | 1591286 | 0.51% |
| 28 | AMERICAN CENTY ETF TR | $97K | 1290208 | 0.50% |
| 29 | VANGUARD BD INDEX FDS | $95K | 1226599 | 0.49% |
| 30 | HOME DEPOT INC | $95K | 278045 | 0.49% |
| 31 | VANGUARD WORLD FD | $91K | 221012 | 0.47% |
| 32 | WALMART INC | $90K | 811841 | 0.47% |
| 33 | ISHARES TR | $89K | 1002054 | 0.46% |
| 34 | MASTERCARD INCORPORATED | $85K | 149030 | 0.44% |
| 35 | UNITED THERAPEUTICS CORP DEL | $78K | 160969 | 0.40% |
| 36 | ISHARES TR | $77K | 632710 | 0.40% |
| 37 | ORACLE CORP | $76K | 394491 | 0.39% |
| 38 | COSTCO WHSL CORP NEW | $76K | 88318 | 0.39% |
| 39 | VANGUARD INDEX FDS | $75K | 224742 | 0.39% |
| 40 | PROCTER AND GAMBLE CO | $75K | 528052 | 0.39% |
| 41 | CISCO SYS INC | $73K | 954656 | 0.38% |
| 42 | WISDOMTREE TR | $73K | 820273 | 0.38% |
| 43 | ISHARES INC | $73K | 1100213 | 0.38% |
| 44 | VANGUARD SCOTTSDALE FDS | $72K | 594521 | 0.37% |
| 45 | VANGUARD INTL EQUITY INDEX F | $71K | 850143 | 0.37% |
| 46 | VANGUARD INDEX FDS | $69K | 110856 | 0.36% |
| 47 | CHEVRON CORP NEW | $65K | 428585 | 0.34% |
| 48 | VANGUARD INDEX FDS | $65K | 254162 | 0.34% |
| 49 | NETFLIX INC | $63K | 672705 | 0.33% |
| 50 | BANK AMERICA CORP | $62K | 1143787 | 0.32% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.