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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA Corp | $171.9M | 985383 | 4.69% |
| 2 | Apple Inc | $170.3M | 670956 | 4.65% |
| 3 | Vanguard Mid-Cap ETF | $147.7M | 514389 | 4.03% |
| 4 | Microsoft Corp | $136.6M | 369142 | 3.73% |
| 5 | Vanguard FTSE Developed Markets ETF | $99.6M | 1554661 | 2.72% |
| 6 | Amazon.com Inc | $93.1M | 446944 | 2.54% |
| 7 | Alphabet Inc | $87.6M | 304462 | 2.39% |
| 8 | JPMorgan Chase & Co | $75.9M | 257880 | 2.07% |
| 9 | Broadcom INC | $66.7M | 215403 | 1.82% |
| 10 | Alphabet Inc | $63.4M | 220848 | 1.73% |
| 11 | Chevron Corp | $59.1M | 285553 | 1.61% |
| 12 | iShares MSCI EAFE ETF | $59.0M | 607222 | 1.61% |
| 13 | Meta Platforms Inc | $56.9M | 99367 | 1.55% |
| 14 | Dimensional US Small Cap ETF | $52.3M | 735416 | 1.43% |
| 15 | iShares Core S&P Mid-Cap ETF | $47.9M | 708900 | 1.31% |
| 16 | Johnson & Johnson | $45.3M | 185261 | 1.24% |
| 17 | Visa Inc | $44.8M | 148228 | 1.22% |
| 18 | Walmart Inc | $44.2M | 355353 | 1.21% |
| 19 | Berkshire Hathaway Inc | $43.3M | 90398 | 1.18% |
| 20 | RTX Corp | $42.1M | 218442 | 1.15% |
| 21 | Cisco Systems Inc | $41.1M | 529459 | 1.12% |
| 22 | McDonald's CORP | $39.0M | 125419 | 1.06% |
| 23 | Home Depot Inc/The | $38.9M | 118264 | 1.06% |
| 24 | Procter & Gamble CO/THE | $38.0M | 263159 | 1.04% |
| 25 | AbbVie INC | $36.6M | 168181 | 1.00% |
| 26 | SPDR S&P MidCap 400 ETF Trust | $35.2M | 57054 | 0.96% |
| 27 | iShares Core MSCI EAFE ETF | $34.3M | 378740 | 0.94% |
| 28 | iShares Core S&P Small-Cap ETF | $34.3M | 275741 | 0.94% |
| 29 | Caterpillar Inc | $34.1M | 48186 | 0.93% |
| 30 | Vanguard Information Technology ETF | $33.0M | 47309 | 0.90% |
| 31 | Bank of America Corp | $31.5M | 646928 | 0.86% |
| 32 | Chubb Ltd | $31.3M | 95896 | 0.85% |
| 33 | Ameriprise Financial Inc | $31.0M | 69845 | 0.85% |
| 34 | Vanguard Short-Term Treasury ETF | $29.3M | 501063 | 0.80% |
| 35 | Exxon Mobil Corp | $28.8M | 169772 | 0.79% |
| 36 | NextEra Energy Inc | $28.3M | 304263 | 0.77% |
| 37 | Schwab Short-Term U.S. Treasury ETF | $27.8M | 1145070 | 0.76% |
| 38 | Thermo Fisher Scientific Inc | $26.1M | 53163 | 0.71% |
| 39 | Eli Lilly & Co | $25.8M | 28020 | 0.70% |
| 40 | O'Reilly Automotive Inc | $25.6M | 277044 | 0.70% |
| 41 | Ecolab Inc | $25.3M | 94946 | 0.69% |
| 42 | Booking Holdings Inc | $25.0M | 5932 | 0.68% |
| 43 | PepsiCo Inc | $23.7M | 152831 | 0.65% |
| 44 | Verizon Communications Inc | $23.5M | 468735 | 0.64% |
| 45 | Stryker CORP | $22.7M | 69126 | 0.62% |
| 46 | L3Harris Technologies Inc | $22.1M | 63906 | 0.60% |
| 47 | Lincoln Electric Holdings Inc | $21.4M | 85997 | 0.58% |
| 48 | iShares Core MSCI Emerging Markets ETF | $20.7M | 297448 | 0.57% |
| 49 | Avantis Emerging Markets Equity ETF | $20.5M | 254834 | 0.56% |
| 50 | Honeywell International Inc | $19.5M | 86468 | 0.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.