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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $44.7M | 68381 | 21.78% |
| 2 | INVESCO EXCH TRADED FD TR II | $25.5M | 107469 | 12.45% |
| 3 | SCHWAB STRATEGIC TR | $20.1M | 411801 | 9.82% |
| 4 | STATE STR SPDR DOW JONES IND | $18.1M | 38996 | 8.81% |
| 5 | SCHWAB STRATEGIC TR | $10.9M | 355110 | 5.31% |
| 6 | STATE STR SPDR S&P 500 ETF T | $8.4M | 12842 | 4.07% |
| 7 | INVESCO QQQ TR | $7.8M | 13458 | 3.79% |
| 8 | WISDOMTREE TR | $7.7M | 88125 | 3.77% |
| 9 | ISHARES TR | $7.7M | 61648 | 3.74% |
| 10 | SCHWAB STRATEGIC TR | $6.7M | 231060 | 3.28% |
| 11 | VANGUARD INDEX FDS | $6.2M | 21447 | 3.00% |
| 12 | ISHARES TR | $5.2M | 44079 | 2.55% |
| 13 | MERCK & CO INC | $4.9M | 40332 | 2.37% |
| 14 | VANGUARD WORLD FD | $4.3M | 6185 | 2.10% |
| 15 | VANGUARD TAX-MANAGED FDS | $4.2M | 65021 | 2.03% |
| 16 | APPLE INC | $3.4M | 13542 | 1.68% |
| 17 | VANGUARD INDEX FDS | $3.2M | 5339 | 1.56% |
| 18 | MICROSOFT CORP | $2.9M | 7790 | 1.41% |
| 19 | VANGUARD INDEX FDS | $2.6M | 6005 | 1.28% |
| 20 | ISHARES TR | $1.9M | 22722 | 0.91% |
| 21 | ISHARES TR | $1.2M | 18144 | 0.60% |
| 22 | NETFLIX INC. | $923K | 9604 | 0.45% |
| 23 | NVIDIA CORPORATION | $909K | 5213 | 0.44% |
| 24 | ISHARES TR | $902K | 2115 | 0.44% |
| 25 | VANGUARD BD INDEX FDS | $733K | 9502 | 0.36% |
| 26 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.35% |
| 27 | AMAZON COM INC | $572K | 2745 | 0.28% |
| 28 | ISHARES TR | $530K | 5852 | 0.26% |
| 29 | SALESFORCE INC | $377K | 2018 | 0.18% |
| 30 | TEXAS INSTRS INC | $352K | 1812 | 0.17% |
| 31 | BERKSHIRE HATHAWAY INC DEL | $327K | 682 | 0.16% |
| 32 | AMPHENOL CORP | $273K | 2165 | 0.13% |
| 33 | INTUIT | $261K | 604 | 0.13% |
| 34 | VANGUARD SCOTTSDALE FDS | $258K | 3256 | 0.13% |
| 35 | DISNEY WALT CO | $227K | 2356 | 0.11% |
| 36 | WALMART INC | $211K | 1699 | 0.10% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.