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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $15.5M | 88677 | 5.72% |
| 2 | APPLE INC | $12.4M | 48687 | 4.57% |
| 3 | MICROSOFT CORP | $9.5M | 25664 | 3.51% |
| 4 | AMAZON COM INC | $7.3M | 35292 | 2.72% |
| 5 | J P MORGAN EXCHANGE TRADED F | $6.4M | 54977 | 2.38% |
| 6 | ALPHABET INC | $5.9M | 20627 | 2.19% |
| 7 | VANGUARD INTL EQUITY INDEX F | $5.4M | 99864 | 2.00% |
| 8 | BROADCOM INC | $4.7M | 15322 | 1.75% |
| 9 | META PLATFORMS INC | $4.5M | 7911 | 1.67% |
| 10 | ALPHABET INC | $4.5M | 15521 | 1.65% |
| 11 | GOLDMAN SACHS ETF TR | $4.3M | 99346 | 1.58% |
| 12 | TESLA INC | $4.2M | 11213 | 1.54% |
| 13 | VANGUARD TAX-MANAGED FDS | $4.0M | 62956 | 1.49% |
| 14 | GOLDMAN SACHS ETF TR | $3.9M | 55335 | 1.43% |
| 15 | DIMENSIONAL ETF TRUST | $3.2M | 74388 | 1.16% |
| 16 | BERKSHIRE HATHAWAY INC DEL | $3.1M | 6526 | 1.16% |
| 17 | ISHARES TR | $3.1M | 126419 | 1.13% |
| 18 | VANGUARD INDEX FDS | $3.0M | 9354 | 1.11% |
| 19 | SPDR SERIES TRUST | $3.0M | 119857 | 1.11% |
| 20 | JPMORGAN CHASE & CO | $2.7M | 9194 | 1.00% |
| 21 | ELI LILLY & CO | $2.7M | 2888 | 0.98% |
| 22 | EXXON MOBIL CORP | $2.5M | 14727 | 0.92% |
| 23 | WALMART INC | $2.4M | 19376 | 0.89% |
| 24 | DIMENSIONAL ETF TRUST | $2.4M | 73194 | 0.87% |
| 25 | J P MORGAN EXCHANGE TRADED F | $2.2M | 48742 | 0.83% |
| 26 | VANGUARD INDEX FDS | $2.2M | 3756 | 0.83% |
| 27 | WISDOMTREE TR | $2.2M | 55020 | 0.82% |
| 28 | SCHWAB STRATEGIC TR | $2.0M | 51063 | 0.72% |
| 29 | CATERPILLAR INC | $1.9M | 2730 | 0.71% |
| 30 | MICRON TECHNOLOGY INC | $1.8M | 5224 | 0.65% |
| 31 | PACER FDS TR | $1.7M | 37097 | 0.62% |
| 32 | VANGUARD INDEX FDS | $1.7M | 5787 | 0.61% |
| 33 | ISHARES TR | $1.5M | 63483 | 0.57% |
| 34 | NEWMONT CORP | $1.5M | 13711 | 0.55% |
| 35 | TAIWAN SEMICONDUCTOR MANUFAC | $1.5M | 4346 | 0.54% |
| 36 | ABBVIE INC | $1.5M | 6729 | 0.54% |
| 37 | COCA COLA CO | $1.4M | 18364 | 0.52% |
| 38 | ADVANCED MICRO DEVICES INC | $1.4M | 6801 | 0.51% |
| 39 | NETFLIX INC. | $1.4M | 14115 | 0.50% |
| 40 | VISA INC | $1.3M | 4459 | 0.50% |
| 41 | COSTCO WHOLESALE CORPORATION | $1.3M | 1339 | 0.49% |
| 42 | ISHARES TR | $1.3M | 54735 | 0.47% |
| 43 | WISDOMTREE TR | $1.3M | 26437 | 0.47% |
| 44 | CISCO SYS INC | $1.3M | 16358 | 0.47% |
| 45 | ISHARES TR | $1.2M | 49312 | 0.46% |
| 46 | JOHNSON & JOHNSON | $1.2M | 5023 | 0.45% |
| 47 | PALANTIR TECHNOLOGIES INC | $1.2M | 8381 | 0.45% |
| 48 | MASTERCARD INCORPORATED | $1.2M | 2408 | 0.44% |
| 49 | ISHARES TR | $1.1M | 9074 | 0.42% |
| 50 | PHILIP MORRIS INTL INC | $1.1M | 6750 | 0.42% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.