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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $699.3M | 2,572,320 | 3.63% |
| 2 | MICROSOFT CORP | $654.8M | 1,353,951 | 3.40% |
| 3 | NVIDIA CORPORATION | $594.2M | 3,186,154 | 3.08% |
| 4 | ISHARES TR | $507.8M | 741,410 | 2.64% |
| 5 | ELI LILLY & CO | $408.8M | 380,415 | 2.12% |
| 6 | AMAZON COM INC | $348.4M | 1,509,352 | 1.81% |
| 7 | ALPHABET INC | $307.4M | 982,095 | 1.60% |
| 8 | BROADCOM INC | $266.1M | 768,878 | 1.38% |
| 9 | ALPHABET INC | $264.3M | 842,251 | 1.37% |
| 10 | SPDR S&P 500 ETF TR | $259.7M | 380,812 | 1.35% |
| 11 | ISHARES TR | $247.0M | 2,473,369 | 1.28% |
| 12 | ISHARES TR | $245.5M | 518,642 | 1.27% |
| 13 | META PLATFORMS INC | $222.9M | 337,631 | 1.16% |
| 14 | JPMORGAN CHASE & CO. | $215.5M | 668,759 | 1.12% |
| 15 | ISHARES TR | $205.8M | 2,142,587 | 1.07% |
| 16 | ISHARES TR | $180.4M | 857,517 | 0.94% |
| 17 | ISHARES TR | $175.2M | 469,194 | 0.91% |
| 18 | VISA INC | $153.6M | 438,085 | 0.80% |
| 19 | TESLA INC | $145.4M | 323,237 | 0.75% |
| 20 | BERKSHIRE HATHAWAY INC DEL | $130.0M | 258,706 | 0.67% |
| 21 | EXXON MOBIL CORP | $120.7M | 1,003,214 | 0.63% |
| 22 | ABBVIE INC | $118.5M | 518,418 | 0.61% |
| 23 | JOHNSON & JOHNSON | $118.2M | 571,053 | 0.61% |
| 24 | ISHARES TR | $114.1M | 1,728,322 | 0.59% |
| 25 | ISHARES TR | $112.8M | 938,239 | 0.59% |
| 26 | DIMENSIONAL ETF TRUST | $102.0M | 3,114,899 | 0.53% |
| 27 | VANGUARD TAX-MANAGED FDS | $99.4M | 1,591,286 | 0.52% |
| 28 | AMERICAN CENTY ETF TR | $97.8M | 1,290,208 | 0.51% |
| 29 | HOME DEPOT INC | $95.7M | 278,045 | 0.50% |
| 30 | VANGUARD BD INDEX FDS | $95.5M | 1,226,599 | 0.50% |
| 31 | VANGUARD WORLD FD | $91.2M | 221,012 | 0.47% |
| 32 | WALMART INC | $90.4M | 811,841 | 0.47% |
| 33 | ISHARES TR | $89.6M | 1,002,054 | 0.47% |
| 34 | MASTERCARD INCORPORATED | $85.1M | 149,030 | 0.44% |
| 35 | UNITED THERAPEUTICS CORP DEL | $78.4M | 160,969 | 0.41% |
| 36 | ISHARES TR | $78.0M | 632,710 | 0.40% |
| 37 | ORACLE CORP | $76.9M | 394,491 | 0.40% |
| 38 | COSTCO WHSL CORP NEW | $76.2M | 88,318 | 0.40% |
| 39 | PROCTER AND GAMBLE CO | $75.7M | 528,052 | 0.39% |
| 40 | VANGUARD INDEX FDS | $75.3M | 224,742 | 0.39% |
| 41 | ISHARES INC | $74.0M | 1,100,213 | 0.38% |
| 42 | CISCO SYS INC | $73.5M | 954,656 | 0.38% |
| 43 | WISDOMTREE TR | $73.4M | 820,273 | 0.38% |
| 44 | VANGUARD SCOTTSDALE FDS | $72.4M | 594,521 | 0.38% |
| 45 | VANGUARD INTL EQUITY INDEX F | $71.1M | 850,143 | 0.37% |
| 46 | VANGUARD INDEX FDS | $69.5M | 110,856 | 0.36% |
| 47 | VANGUARD INDEX FDS | $65.6M | 254,162 | 0.34% |
| 48 | CHEVRON CORP NEW | $65.3M | 428,585 | 0.34% |
| 49 | NETFLIX INC | $63.1M | 672,705 | 0.33% |
| 50 | ABBOTT LABS | $62.9M | 502,369 | 0.33% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.