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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | $13.8M | 54248 | 6.37% |
| 2 | ISHARES TR | $12.3M | 26198 | 5.66% |
| 3 | AMAZON COM INC | $10.3M | 47096 | 4.77% |
| 4 | MICROSOFT CORP | $10.2M | 19788 | 4.73% |
| 5 | NVIDIA CORPORATION | $10.2M | 54912 | 4.73% |
| 6 | ALPHABET INC | $8.2M | 33510 | 3.76% |
| 7 | META PLATFORMS INC | $6.3M | 8615 | 2.92% |
| 8 | BERKSHIRE HATHAWAY INC DEL | $4.7M | 9310 | 2.16% |
| 9 | VANGUARD INDEX FDS | $4.3M | 13204 | 2.00% |
| 10 | WELLS FARGO CO NEW | $4.0M | 48267 | 1.87% |
| 11 | ISHARES TR | $3.9M | 27675 | 1.82% |
| 12 | COSTCO WHSL CORP NEW | $3.6M | 3871 | 1.65% |
| 13 | VISA INC | $3.5M | 10271 | 1.62% |
| 14 | BROADCOM INC | $3.5M | 10495 | 1.60% |
| 15 | ALPHABET INC | $3.2M | 13201 | 1.48% |
| 16 | JELD-WEN HLDG INC | $3.1M | 626990 | 1.42% |
| 17 | JPMORGAN CHASE & CO. | $2.9M | 9082 | 1.32% |
| 18 | AUTOMATIC DATA PROCESSING IN | $2.8M | 9555 | 1.29% |
| 19 | STARBUCKS CORP | $2.6M | 31175 | 1.22% |
| 20 | ISHARES TR | $2.5M | 17691 | 1.16% |
| 21 | UNITEDHEALTH GROUP INC | $2.5M | 7273 | 1.16% |
| 22 | NVR INC | $2.3M | 284 | 1.05% |
| 23 | HOME DEPOT INC | $2.3M | 5606 | 1.05% |
| 24 | JOHNSON & JOHNSON | $2.2M | 12008 | 1.03% |
| 25 | VERIZON COMMUNICATIONS INC | $2.2M | 50363 | 1.02% |
| 26 | DUTCH BROS INC | $2.2M | 41828 | 1.01% |
| 27 | BANK AMERICA CORP | $2.2M | 41870 | 1.00% |
| 28 | CATERPILLAR INC | $2.1M | 4375 | 0.96% |
| 29 | PAYCHEX INC | $2.1M | 16415 | 0.96% |
| 30 | MOODYS CORP | $2.1M | 4361 | 0.96% |
| 31 | S&P GLOBAL INC | $2.0M | 4167 | 0.94% |
| 32 | DANAHER CORPORATION | $2.0M | 10113 | 0.92% |
| 33 | PFIZER INC | $2.0M | 77056 | 0.91% |
| 34 | GE AEROSPACE | $2.0M | 6509 | 0.90% |
| 35 | ABBVIE INC | $1.8M | 7796 | 0.83% |
| 36 | TJX COS INC NEW | $1.8M | 12470 | 0.83% |
| 37 | VANGUARD SPECIALIZED FUNDS | $1.8M | 8259 | 0.82% |
| 38 | PALO ALTO NETWORKS INC | $1.7M | 8324 | 0.78% |
| 39 | VISTRA CORP | $1.6M | 8001 | 0.72% |
| 40 | CROWDSTRIKE HLDGS INC | $1.5M | 3143 | 0.71% |
| 41 | WALMART INC | $1.5M | 14934 | 0.71% |
| 42 | BLACKROCK INC | $1.5M | 1289 | 0.69% |
| 43 | TESLA INC | $1.5M | 3323 | 0.68% |
| 44 | US BANCORP DEL | $1.5M | 30414 | 0.68% |
| 45 | BOEING CO | $1.4M | 6712 | 0.67% |
| 46 | QUALCOMM INC | $1.4M | 8493 | 0.65% |
| 47 | VANGUARD STAR FDS | $1.4M | 19111 | 0.65% |
| 48 | SCHWAB CHARLES CORP | $1.3M | 14002 | 0.62% |
| 49 | J P MORGAN EXCHANGE TRADED F | $1.3M | 26112 | 0.61% |
| 50 | MASTERCARD INCORPORATED | $1.3M | 2319 | 0.61% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.