
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | $52.8M | 142760 | 8.66% |
| 2 | VANGUARD INDEX FDS | $42.9M | 133812 | 7.03% |
| 3 | AMAZON COM INC | $34.7M | 166748 | 5.69% |
| 4 | BROADCOM INC | $27.1M | 87589 | 4.44% |
| 5 | APPLIED MATLS INC | $26.1M | 76453 | 4.28% |
| 6 | ALPHABET INC | $26.1M | 90790 | 4.28% |
| 7 | APPLE INC | $22.8M | 89749 | 3.73% |
| 8 | SCHWAB STRATEGIC TR | $18.7M | 641988 | 3.06% |
| 9 | WALMART INC | $16.1M | 129427 | 2.63% |
| 10 | VANGUARD SPECIALIZED FUNDS | $14.5M | 67389 | 2.37% |
| 11 | BOEING CO | $14.1M | 70805 | 2.31% |
| 12 | BERKSHIRE HATHAWAY INC DEL | $13.3M | 27722 | 2.18% |
| 13 | COSTCO WHOLESALE CORPORATION | $12.9M | 12897 | 2.10% |
| 14 | J P MORGAN EXCHANGE TRADED F | $12.3M | 242641 | 2.01% |
| 15 | SCHWAB STRATEGIC TR | $10.0M | 325196 | 1.63% |
| 16 | CATERPILLAR INC | $9.7M | 13717 | 1.59% |
| 17 | INVESCO EXCHANGE TRADED FD T | $9.1M | 200900 | 1.49% |
| 18 | DEERE & CO | $8.9M | 15830 | 1.46% |
| 19 | ELI LILLY & CO | $7.6M | 8209 | 1.24% |
| 20 | VANGUARD WHITEHALL FDS | $7.2M | 76550 | 1.18% |
| 21 | PROCTER & GAMBLE CO | $7.2M | 49537 | 1.17% |
| 22 | VANECK ETF TRUST | $7.1M | 18529 | 1.16% |
| 23 | JOHNSON & JOHNSON | $6.9M | 28074 | 1.12% |
| 24 | VISA INC | $6.5M | 21604 | 1.07% |
| 25 | ISHARES TR | $6.3M | 93612 | 1.04% |
| 26 | ABBVIE INC | $5.1M | 23411 | 0.83% |
| 27 | KLA CORP | $5.0M | 3400 | 0.82% |
| 28 | PEPSICO INC | $4.9M | 31622 | 0.80% |
| 29 | VANGUARD WHITEHALL FDS | $4.6M | 31186 | 0.76% |
| 30 | J P MORGAN EXCHANGE TRADED F | $4.6M | 80491 | 0.75% |
| 31 | AUTOMATIC DATA PROCESSING IN | $4.5M | 22373 | 0.74% |
| 32 | TESLA INC | $4.5M | 12171 | 0.74% |
| 33 | NVIDIA CORPORATION | $4.5M | 25548 | 0.73% |
| 34 | VANECK ETF TRUST | $4.4M | 174370 | 0.73% |
| 35 | GOLDMAN SACHS ETF TR | $4.3M | 86830 | 0.71% |
| 36 | J P MORGAN EXCHANGE TRADED F | $4.3M | 78213 | 0.71% |
| 37 | SCHWAB STRATEGIC TR | $4.2M | 151966 | 0.69% |
| 38 | CONSTELLATION ENERGY CORP | $4.1M | 14851 | 0.68% |
| 39 | VANGUARD WORLD FD | $4.1M | 5834 | 0.67% |
| 40 | TRANE TECHNOLOGIES PLC | $4.0M | 9644 | 0.66% |
| 41 | THERMO FISHER SCIENTIFIC INC | $3.8M | 7680 | 0.62% |
| 42 | MERCK & CO INC | $3.7M | 30597 | 0.60% |
| 43 | BLACKROCK INC | $3.5M | 3595 | 0.57% |
| 44 | ISHARES TR | $3.4M | 20079 | 0.56% |
| 45 | GLOBAL X FDS | $3.3M | 71354 | 0.55% |
| 46 | VANGUARD INTL EQUITY INDEX F | $3.2M | 42350 | 0.52% |
| 47 | COCA COLA CO | $3.1M | 41393 | 0.52% |
| 48 | AMERICAN TOWER CORP | $3.1M | 17982 | 0.51% |
| 49 | GOLDMAN SACHS ETF TR | $2.9M | 58750 | 0.48% |
| 50 | TAIWAN SEMICONDUCTOR MANUFAC | $2.8M | 8356 | 0.46% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.