
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $36.8M | 61582 | 12.20% |
| 2 | ISHARES TR | $31.3M | 474684 | 10.38% |
| 3 | T ROWE PRICE ETF INC | $27.9M | 782710 | 9.23% |
| 4 | VANGUARD INDEX FDS | $24.9M | 57102 | 8.27% |
| 5 | ISHARES INC | $17.1M | 216837 | 5.65% |
| 6 | VANGUARD INDEX FDS | $14.8M | 75208 | 4.89% |
| 7 | VANGUARD TAX-MANAGED FDS | $11.9M | 184999 | 3.93% |
| 8 | PACER FDS TR | $10.1M | 160735 | 3.33% |
| 9 | APPLE INC | $8.7M | 34326 | 2.89% |
| 10 | ISHARES TR | $6.7M | 89134 | 2.23% |
| 11 | VANGUARD SPECIALIZED FUNDS | $6.2M | 28880 | 2.06% |
| 12 | ISHARES TR | $6.2M | 32371 | 2.06% |
| 13 | ISHARES TR | $4.1M | 88481 | 1.36% |
| 14 | MICROSOFT CORP | $3.5M | 9487 | 1.16% |
| 15 | INVESCO QQQ TR | $3.4M | 5968 | 1.14% |
| 16 | AMAZON COM INC | $3.4M | 16359 | 1.13% |
| 17 | ISHARES TR | $3.3M | 35694 | 1.10% |
| 18 | VANGUARD WORLD FD | $3.2M | 11894 | 1.07% |
| 19 | THE ALGER ETF TRUST | $2.8M | 90100 | 0.93% |
| 20 | NVIDIA CORPORATION | $2.8M | 15799 | 0.91% |
| 21 | JPMORGAN CHASE & CO | $2.6M | 8831 | 0.86% |
| 22 | CAPITAL GROUP GROWTH ETF | $2.2M | 55369 | 0.74% |
| 23 | VANGUARD WORLD FD | $2.2M | 3136 | 0.73% |
| 24 | ISHARES TR | $1.9M | 15647 | 0.64% |
| 25 | ALPHABET INC | $1.8M | 6258 | 0.59% |
| 26 | STATE STR SPDR S&P 500 ETF T | $1.8M | 2727 | 0.59% |
| 27 | EXXON MOBIL CORP | $1.7M | 10106 | 0.57% |
| 28 | ISHARES TR | $1.7M | 24546 | 0.55% |
| 29 | ADVANCED MICRO DEVICES INC | $1.6M | 7902 | 0.53% |
| 30 | PROSHARES TR | $1.6M | 14768 | 0.52% |
| 31 | VANGUARD STAR FDS | $1.5M | 19925 | 0.51% |
| 32 | ISHARES TR | $1.5M | 2341 | 0.51% |
| 33 | ISHARES TR | $1.5M | 10796 | 0.49% |
| 34 | ISHARES BITCOIN TRUST ETF | $1.4M | 36199 | 0.46% |
| 35 | ISHARES TR | $1.3M | 23700 | 0.42% |
| 36 | ELI LILLY & CO | $1.2M | 1343 | 0.41% |
| 37 | META PLATFORMS INC | $1.2M | 2155 | 0.41% |
| 38 | PROCTER & GAMBLE CO | $1.2M | 8470 | 0.41% |
| 39 | J P MORGAN EXCHANGE TRADED F | $1.2M | 16970 | 0.40% |
| 40 | ALPHABET INC | $1.2M | 4055 | 0.39% |
| 41 | VISA INC | $1.1M | 3796 | 0.38% |
| 42 | VANGUARD INDEX FDS | $1.1M | 3493 | 0.37% |
| 43 | BERKSHIRE HATHAWAY INC DEL | $1.1M | 2246 | 0.36% |
| 44 | M & T BK CORP | $1.1M | 5143 | 0.35% |
| 45 | PIMCO ETF TR | $997K | 19094 | 0.33% |
| 46 | ISHARES ETHEREUM TR | $963K | 60804 | 0.32% |
| 47 | HOME DEPOT INC | $944K | 2871 | 0.31% |
| 48 | VANGUARD MUN BD FDS | $884K | 8841 | 0.29% |
| 49 | VANGUARD WORLD FD | $874K | 5049 | 0.29% |
| 50 | JOHNSON & JOHNSON | $831K | 3401 | 0.28% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.