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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $54.5M | 1775462 | 16.91% |
| 2 | INVESCO EXCH TRADED FD TR II | $50.6M | 213128 | 15.72% |
| 3 | VANGUARD INDEX FDS | $33.8M | 129152 | 10.50% |
| 4 | VANGUARD INDEX FDS | $23.5M | 264486 | 7.28% |
| 5 | VANGUARD SCOTTSDALE FDS | $21.2M | 356093 | 6.58% |
| 6 | VANGUARD SCOTTSDALE FDS | $17.7M | 222941 | 5.49% |
| 7 | VANGUARD BD INDEX FDS | $16.3M | 221140 | 5.06% |
| 8 | VANGUARD INDEX FDS | $14.0M | 48645 | 4.34% |
| 9 | APPLE INC | $8.7M | 34271 | 2.70% |
| 10 | NVIDIA CORPORATION | $7.7M | 43916 | 2.38% |
| 11 | ISHARES TR | $5.4M | 44451 | 1.67% |
| 12 | MICROSOFT CORP | $4.2M | 11288 | 1.30% |
| 13 | ALPHABET INC | $3.9M | 13442 | 1.20% |
| 14 | META PLATFORMS INC | $3.6M | 6270 | 1.11% |
| 15 | AMAZON COM INC | $3.0M | 14519 | 0.94% |
| 16 | VANGUARD INDEX FDS | $2.4M | 7530 | 0.75% |
| 17 | KLA CORP | $2.4M | 1637 | 0.75% |
| 18 | ISHARES TR | $2.4M | 9672 | 0.75% |
| 19 | LOWES COS INC | $2.3M | 9796 | 0.72% |
| 20 | SCHWAB STRATEGIC TR | $2.1M | 71587 | 0.65% |
| 21 | BERKSHIRE HATHAWAY INC DEL | $2.0M | 4268 | 0.63% |
| 22 | SCHWAB CHARLES CORP | $1.7M | 17830 | 0.52% |
| 23 | BROADCOM INC | $1.6M | 5301 | 0.51% |
| 24 | ALPHABET INC | $1.6M | 5524 | 0.49% |
| 25 | COSTCO WHOLESALE CORPORATION | $1.4M | 1431 | 0.44% |
| 26 | CAPITAL ONE FINL CORP | $1.4M | 7586 | 0.43% |
| 27 | AMERICAN EXPRESS CO | $1.3M | 4451 | 0.42% |
| 28 | BANK AMERICA CORP | $1.3M | 27057 | 0.41% |
| 29 | CONSTELLATION BRANDS INC | $1.3M | 8590 | 0.40% |
| 30 | JPMORGAN CHASE & CO | $1.2M | 4122 | 0.38% |
| 31 | TESLA INC | $1.2M | 3259 | 0.38% |
| 32 | SPDR SERIES TRUST | $1.1M | 14484 | 0.34% |
| 33 | VISA INC | $1.1M | 3558 | 0.33% |
| 34 | UBER TECHNOLOGIES INC | $1.1M | 14737 | 0.33% |
| 35 | CHEVRON CORPORATION | $940K | 4542 | 0.29% |
| 36 | MASTERCARD INCORPORATED | $930K | 1861 | 0.29% |
| 37 | LULULEMON ATHLETICA INC | $799K | 5219 | 0.25% |
| 38 | VANGUARD MALVERN FDS | $789K | 15793 | 0.24% |
| 39 | WALMART INC | $715K | 5754 | 0.22% |
| 40 | NIKE INC | $630K | 11923 | 0.20% |
| 41 | CHIPOTLE MEXICAN GRILL INC | $621K | 19413 | 0.19% |
| 42 | LAM RESEARCH CORP | $616K | 2885 | 0.19% |
| 43 | ISHARES GOLD TR | $610K | 6914 | 0.19% |
| 44 | INVESCO QQQ TR | $609K | 1055 | 0.19% |
| 45 | APPLIED MATLS INC | $600K | 1754 | 0.19% |
| 46 | VANGUARD INDEX FDS | $592K | 990 | 0.18% |
| 47 | EXXON MOBIL CORP | $587K | 3457 | 0.18% |
| 48 | AMERICAN CENTY ETF TR | $570K | 5159 | 0.18% |
| 49 | UMB FINL CORP | $565K | 5008 | 0.18% |
| 50 | PALANTIR TECHNOLOGIES INC | $541K | 3701 | 0.17% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.