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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc (AAPL) | $9.9M | 38947 | 8.72% |
| 2 | Tesla Inc (TSLA) | $9.2M | 24805 | 8.14% |
| 3 | iShares Select Dividend ETF (DVY) | $5.9M | 38710 | 5.17% |
| 4 | Capital Group New Geography (CCNG) | $4.8M | 151651 | 4.22% |
| 5 | Eaton Vance Mortgage Opportunities ETF (EVMO) | $3.3M | 64670 | 2.88% |
| 6 | iShares Core S&P 500 ETF (IVV) | $3.1M | 4823 | 2.78% |
| 7 | Microsoft Corp (MSFT) | $3.1M | 8444 | 2.76% |
| 8 | Exxon Mobil Corp (XOM) | $2.9M | 17238 | 2.58% |
| 9 | Alphabet Inc (GOOG) | $2.6M | 8939 | 2.26% |
| 10 | Nvidia Corporation (NVDA) | $2.3M | 13312 | 2.05% |
| 11 | iShares Russell 1000 ETF (IWB) | $2.3M | 6473 | 2.04% |
| 12 | Vanguard FTSE Developed Markets ETF (VEA) | $2.2M | 33914 | 1.92% |
| 13 | Berkshire Hathaway Inc (BRK-B) | $2.1M | 4388 | 1.86% |
| 14 | Alphabet Inc (GOOGL) | $1.9M | 6558 | 1.66% |
| 15 | Vanguard S&P 500 ETF (VOO) | $1.9M | 3140 | 1.66% |
| 16 | Vanguard Global ex-US Real Estate ETF (VNQI) | $1.9M | 41799 | 1.64% |
| 17 | AbbVie Inc (ABBV) | $1.8M | 8231 | 1.58% |
| 18 | Invesco QQQ Trust (QQQ) | $1.5M | 2600 | 1.32% |
| 19 | Fidelity MSCI Real Estate ETF (FREL) | $1.5M | 54655 | 1.30% |
| 20 | Amazon.Com Inc (AMZN) | $1.5M | 7013 | 1.29% |
| 21 | The Coca-Cola Company (KO) | $1.3M | 17474 | 1.18% |
| 22 | Amphenol Corp (APH) | $1.2M | 9598 | 1.07% |
| 23 | Vanguard Growth ETF (VUG) | $1.2M | 2672 | 1.03% |
| 24 | PNC Financial Services Group (PNC) | $1.1M | 5481 | 1.01% |
| 25 | Vanguard FTSE Emerging Markets ETF (VWO) | $1.1M | 20348 | 0.97% |
| 26 | Johnson & Johnson (JNJ) | $1.1M | 4345 | 0.94% |
| 27 | SPDR S&P 500 ETF Trust (SPY) | $1.0M | 1570 | 0.90% |
| 28 | Vanguard Real Estate Index Fund (VNQ) | $830K | 9362 | 0.73% |
| 29 | Abbott Laboratories (ABT) | $829K | 8072 | 0.73% |
| 30 | Vanguard Short-Term Corporate Bond Index Fund (VCSH) | $822K | 10368 | 0.73% |
| 31 | JPMorgan Chase & Co (JPM) | $807K | 2744 | 0.71% |
| 32 | Walmart Inc (WMT) | $767K | 6158 | 0.68% |
| 33 | iShares 0-5 Year TIPS Bond ETF (STIP) | $759K | 7335 | 0.67% |
| 34 | Automatic Data Processing Inc (ADP) | $735K | 3589 | 0.65% |
| 35 | Vanguard Mid-Cap Index Fund ETF Shares (VO) | $732K | 2539 | 0.65% |
| 36 | Berkshire Hathaway (BRK-A) | $718K | 1 | 0.63% |
| 37 | Merck & Co Inc (MRK) | $699K | 5774 | 0.62% |
| 38 | abrdn Physical Gold Shares ETF (SGOL) | $671K | 15041 | 0.59% |
| 39 | Sonoco Products Co | $671K | 12410 | 0.59% |
| 40 | Vanguard Information Technology ETF (VGT) | $657K | 942 | 0.58% |
| 41 | Meta Platforms, Inc (META) | $648K | 1133 | 0.57% |
| 42 | Invesco Senior Loan ETF (BKLN) | $639K | 31307 | 0.56% |
| 43 | Air Products & Chemicals Inc (APD) | $632K | 2174 | 0.56% |
| 44 | Eli Lilly And Co (LLY) | $599K | 651 | 0.53% |
| 45 | The Home Depot Inc (HD) | $590K | 1794 | 0.52% |
| 46 | Broadcom Inc (AVGO) | $582K | 1879 | 0.51% |
| 47 | Vanguard Short Term Inflation Protected Securities ETF (VTIP) | $578K | 11579 | 0.51% |
| 48 | Vanguard Intermediate-Term Bond Index Fund (BIV) | $578K | 7488 | 0.51% |
| 49 | Axcelis Technologies (ACLS) | $577K | 6200 | 0.51% |
| 50 | Parker-Hannifin Corp (PH) | $532K | 594 | 0.47% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.