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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $32.9M | 52501 | 13.87% |
| 2 | AMERICAN CENTY ETF TR | $11.5M | 112904 | 4.85% |
| 3 | ISHARES TR | $8.8M | 87965 | 3.70% |
| 4 | JPMORGAN CHASE & CO. | $8.3M | 25650 | 3.48% |
| 5 | APPLE INC | $8.1M | 29887 | 3.42% |
| 6 | BROADCOM INC | $8.1M | 23311 | 3.40% |
| 7 | MICROSOFT CORP | $7.3M | 15024 | 3.06% |
| 8 | JANUS DETROIT STR TR | $7.2M | 141616 | 3.02% |
| 9 | ISHARES TR | $5.9M | 66135 | 2.49% |
| 10 | VANGUARD MUN BD FDS | $5.6M | 110795 | 2.35% |
| 11 | WALMART INC | $5.0M | 44582 | 2.09% |
| 12 | ALPHABET INC | $4.4M | 14122 | 1.86% |
| 13 | MOTOROLA SOLUTIONS INC | $3.8M | 9988 | 1.61% |
| 14 | EATON CORP PLC | $3.6M | 11332 | 1.52% |
| 15 | ISHARES TR | $3.5M | 53768 | 1.49% |
| 16 | WISDOMTREE TR | $3.4M | 36054 | 1.42% |
| 17 | VANGUARD WHITEHALL FDS | $3.3M | 22743 | 1.37% |
| 18 | HOME DEPOT INC | $3.2M | 9327 | 1.35% |
| 19 | TRANE TECHNOLOGIES PLC | $3.1M | 7895 | 1.29% |
| 20 | ISHARES TR | $2.9M | 31020 | 1.23% |
| 21 | ANALOG DEVICES INC | $2.8M | 10286 | 1.18% |
| 22 | META PLATFORMS INC | $2.7M | 4077 | 1.14% |
| 23 | CHUBB LIMITED | $2.7M | 8558 | 1.13% |
| 24 | VANGUARD INDEX FDS | $2.7M | 5477 | 1.13% |
| 25 | CME GROUP INC | $2.5M | 9195 | 1.06% |
| 26 | JOHNSON & JOHNSON | $2.5M | 11960 | 1.04% |
| 27 | MARATHON PETE CORP | $2.5M | 15101 | 1.03% |
| 28 | ABBVIE INC | $2.4M | 10647 | 1.03% |
| 29 | JOHNSON CTLS INTL PLC | $2.3M | 19413 | 0.98% |
| 30 | VISA INC | $2.3M | 6580 | 0.97% |
| 31 | TJX COS INC NEW | $2.2M | 14605 | 0.95% |
| 32 | VANGUARD WORLD FD | $2.0M | 4918 | 0.85% |
| 33 | ISHARES TR | $2.0M | 15995 | 0.83% |
| 34 | ADVANCED MICRO DEVICES INC | $1.9M | 8918 | 0.80% |
| 35 | MEDTRONIC PLC | $1.8M | 18486 | 0.75% |
| 36 | DARDEN RESTAURANTS INC | $1.7M | 9461 | 0.73% |
| 37 | AMAZON COM INC | $1.7M | 7413 | 0.72% |
| 38 | GE VERNOVA INC | $1.7M | 2605 | 0.72% |
| 39 | VANGUARD INDEX FDS | $1.7M | 5757 | 0.70% |
| 40 | REALTY INCOME CORP | $1.7M | 29576 | 0.70% |
| 41 | VANGUARD WORLD FD | $1.7M | 11788 | 0.70% |
| 42 | CUMMINS INC | $1.6M | 3071 | 0.66% |
| 43 | SALESFORCE INC | $1.5M | 5839 | 0.65% |
| 44 | AIR PRODS & CHEMS INC | $1.5M | 6223 | 0.65% |
| 45 | S&P GLOBAL INC | $1.5M | 2865 | 0.63% |
| 46 | UNITEDHEALTH GROUP INC | $1.4M | 4311 | 0.60% |
| 47 | ALLSTATE CORP | $1.4M | 6798 | 0.60% |
| 48 | FRANKLIN TEMPLETON ETF TR | $1.4M | 56819 | 0.60% |
| 49 | VANECK ETF TRUST | $1.4M | 79305 | 0.59% |
| 50 | VERIZON COMMUNICATIONS INC | $1.4M | 34005 | 0.58% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.