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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $4.32B | 24796836 | 5.80% |
| 2 | APPLE INC | $4.16B | 16392332 | 5.58% |
| 3 | ISHARES TR | $3.06B | 4677274 | 4.09% |
| 4 | VANGUARD TAX-MANAGED FDS | $2.15B | 33504361 | 2.88% |
| 5 | MICROSOFT CORP | $1.99B | 5386585 | 2.67% |
| 6 | AMAZON COM INC | $1.25B | 6005070 | 1.68% |
| 7 | ALPHABET INC | $1.24B | 4316426 | 1.66% |
| 8 | ISHARES TR | $1.07B | 10823302 | 1.44% |
| 9 | BROADCOM INC | $1.04B | 3361426 | 1.39% |
| 10 | ISHARES TR | $1.03B | 15253391 | 1.38% |
| 11 | JPMORGAN CHASE & CO | $869.9M | 2957987 | 1.17% |
| 12 | STATE STR SPDR S&P 500 ETF T | $845.0M | 1301314 | 1.13% |
| 13 | VANGUARD INDEX FDS | $786.4M | 4008496 | 1.05% |
| 14 | META PLATFORMS INC | $763.0M | 1334091 | 1.02% |
| 15 | VANGUARD INDEX FDS | $757.9M | 1735153 | 1.02% |
| 16 | ISHARES TR | $728.8M | 8056094 | 0.98% |
| 17 | ISHARES TR | $727.6M | 15752165 | 0.98% |
| 18 | ALPHABET INC | $670.8M | 2338671 | 0.90% |
| 19 | VANGUARD INTL EQUITY INDEX F | $645.5M | 11949905 | 0.87% |
| 20 | TESLA INC | $639.6M | 1720892 | 0.86% |
| 21 | ELI LILLY & CO | $613.8M | 667509 | 0.82% |
| 22 | WALMART INC | $576.1M | 4635979 | 0.77% |
| 23 | VANGUARD INDEX FDS | $567.0M | 1974470 | 0.76% |
| 24 | BERKSHIRE HATHAWAY INC DEL | $551.3M | 1150521 | 0.74% |
| 25 | VANGUARD INDEX FDS | $542.1M | 2069535 | 0.73% |
| 26 | ISHARES INC | $521.8M | 7491633 | 0.70% |
| 27 | INVESCO QQQ TR | $517.3M | 896544 | 0.69% |
| 28 | APOLLO GLOBAL MGMT INC | $516.8M | 4639711 | 0.69% |
| 29 | SCHWAB STRATEGIC TR | $496.1M | 17030614 | 0.66% |
| 30 | VANGUARD INDEX FDS | $493.7M | 1540238 | 0.66% |
| 31 | CORNING INC | $470.0M | 3457907 | 0.63% |
| 32 | GE VERNOVA INC | $468.5M | 537068 | 0.63% |
| 33 | JOHNSON & JOHNSON | $439.9M | 1799972 | 0.59% |
| 34 | PROCTER & GAMBLE CO | $404.4M | 2799958 | 0.54% |
| 35 | COSTCO WHOLESALE CORPORATION | $386.3M | 387679 | 0.52% |
| 36 | EXXON MOBIL CORP | $378.2M | 2228970 | 0.51% |
| 37 | AMGEN INC | $363.4M | 1032855 | 0.49% |
| 38 | VANGUARD INDEX FDS | $354.5M | 593306 | 0.48% |
| 39 | ISHARES TR | $349.4M | 3088816 | 0.47% |
| 40 | HOME DEPOT INC | $345.3M | 1050129 | 0.46% |
| 41 | MERCK & CO INC | $316.2M | 2628527 | 0.42% |
| 42 | CHEVRON CORPORATION | $308.0M | 1488548 | 0.41% |
| 43 | MASTERCARD INCORPORATED | $300.0M | 600504 | 0.40% |
| 44 | PNC FINL SVCS GROUP INC | $295.4M | 1420152 | 0.40% |
| 45 | ISHARES TR | $293.8M | 3025107 | 0.39% |
| 46 | VISA INC | $291.7M | 965271 | 0.39% |
| 47 | NEXTERA ENERGY INC | $286.8M | 3087872 | 0.38% |
| 48 | ABBVIE INC | $265.9M | 1222709 | 0.36% |
| 49 | PALANTIR TECHNOLOGIES INC | $259.5M | 1774831 | 0.35% |
| 50 | TJX COS INC NEW | $259.3M | 1623872 | 0.35% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.