
Loading portfolio…

Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Large Cap Index Fund ETF | $5.3M | 17649 | 6.50% |
| 2 | Vanguard FTSE Developed Markets ETF | $3.1M | 48354 | 3.82% |
| 3 | iShares Core US Aggregate Bond ETF | $2.6M | 25819 | 3.16% |
| 4 | Fidelity Municipal Bond Index ETF | $2.3M | 46515 | 2.84% |
| 5 | Kla-Tencor Corp Com | $2.2M | 1490 | 2.70% |
| 6 | Vanguard S&P 500 ETF | $1.6M | 2740 | 2.02% |
| 7 | Seagate Technology Hldngs PLC ADR | $1.5M | 3829 | 1.85% |
| 8 | Vanguard Total Stock Market ETF | $1.5M | 4604 | 1.82% |
| 9 | Broadcom Inc | $1.4M | 4387 | 1.67% |
| 10 | JPMorgan Chase & Co | $1.2M | 3936 | 1.43% |
| 11 | Deere & Co | $1.1M | 1997 | 1.39% |
| 12 | Vanguard Mid Cap Index Fund ETF | $1.1M | 3906 | 1.38% |
| 13 | Berkshire Hathaway Inc B | $984K | 2054 | 1.21% |
| 14 | Costco Wholesale Corp | $800K | 803 | 0.99% |
| 15 | Johnson & Johnson | $715K | 2925 | 0.88% |
| 16 | Lowe's Companies Inc | $715K | 3025 | 0.88% |
| 17 | Blackrock Inc. | $563K | 585 | 0.69% |
| 18 | Vanguard Total Int'l Stock ETF | $558K | 7239 | 0.69% |
| 19 | Illinois Tool Works Inc | $551K | 2115 | 0.68% |
| 20 | iShares Tr Core MSCI Intl | $501K | 6000 | 0.62% |
| 21 | iShares Core MSCI EAFE ETF | $495K | 5466 | 0.61% |
| 22 | iShares Core S&P 500 ETF | $470K | 720 | 0.58% |
| 23 | Public Service Enterprise Group Inc | $446K | 5515 | 0.55% |
| 24 | Royal Bank of Canada | $423K | 2614 | 0.52% |
| 25 | Vanguard Wellington Fd US Momentum ETF | $419K | 2128 | 0.52% |
| 26 | Capital One Financial Corp | $407K | 2230 | 0.50% |
| 27 | Cisco Systems Inc | $391K | 5041 | 0.48% |
| 28 | Procter & Gamble Co | $390K | 2700 | 0.48% |
| 29 | Lockheed Martin Corp Com | $388K | 642 | 0.48% |
| 30 | PepsiCo Inc | $375K | 2418 | 0.46% |
| 31 | Abbott Laboratories | $334K | 3251 | 0.41% |
| 32 | ConocoPhillips | $317K | 2405 | 0.39% |
| 33 | iShares Russell Midcap Index ETF | $309K | 3180 | 0.38% |
| 34 | IShares Tr Core S&P Total Stock ETF | $307K | 2154 | 0.38% |
| 35 | Nvidia Corporation | $303K | 1740 | 0.37% |
| 36 | Paychex Inc | $302K | 3279 | 0.37% |
| 37 | McDonald's Corp | $269K | 865 | 0.33% |
| 38 | CSX Corp | $260K | 6336 | 0.32% |
| 39 | Alphabet Inc A | $259K | 900 | 0.32% |
| 40 | iShares Core MSCI Emerging Markets ETF | $246K | 3526 | 0.30% |
| 41 | US Bancorp | $236K | 4540 | 0.29% |
| 42 | AT&T Inc | $236K | 8146 | 0.29% |
| 43 | Meta Platforms Inc Cl A | $227K | 396 | 0.28% |
| 44 | Granite Construction Inc Com | $225K | 1879 | 0.28% |
| 45 | Vanguard Small Cap Index Fund ETF | $217K | 830 | 0.27% |
| 46 | Qualcomm Inc | $205K | 1589 | 0.25% |
| 47 | Amgen Inc | $192K | 546 | 0.24% |
| 48 | International Business Machines Corp | $191K | 790 | 0.24% |
| 49 | Williams Cos Inc | $188K | 2582 | 0.23% |
| 50 | GE Aerospace | $188K | 664 | 0.23% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.