
Loading portfolio…
| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $35.6M | 54553 | 14.05% |
| 2 | INVESCO QQQ TR | $26.5M | 45953 | 10.46% |
| 3 | BERKSHIRE HATHAWAY INC DEL | $20.6M | 43093 | 8.14% |
| 4 | SCHWAB STRATEGIC TR | $20.2M | 413737 | 7.98% |
| 5 | ISHARES TR | $15.1M | 224228 | 5.97% |
| 6 | INVESCO ACTIVELY MANAGED EXC | $9.7M | 207784 | 3.84% |
| 7 | VANGUARD INDEX FDS | $9.2M | 35091 | 3.62% |
| 8 | SCHWAB STRATEGIC TR | $8.6M | 279698 | 3.38% |
| 9 | WELLTOWER INC | $8.4M | 42632 | 3.32% |
| 10 | TESLA INC | $6.6M | 17826 | 2.61% |
| 11 | ISHARES TR | $6.3M | 33022 | 2.50% |
| 12 | INVESCO EXCH TRADED FD TR II | $5.6M | 131997 | 2.19% |
| 13 | PROFESIONALLY MANAGED PORTFO | $5.4M | 102517 | 2.14% |
| 14 | BLACKROCK ETF TRUST | $5.2M | 90079 | 2.07% |
| 15 | ISHARES TR | $5.0M | 15263 | 1.98% |
| 16 | ISHARES TR | $4.9M | 105420 | 1.93% |
| 17 | VANGUARD WELLINGTON FD | $4.2M | 28092 | 1.65% |
| 18 | ISHARES TR | $4.2M | 17324 | 1.64% |
| 19 | VANGUARD WHITEHALL FDS | $4.1M | 46207 | 1.61% |
| 20 | ISHARES TR | $3.7M | 43022 | 1.47% |
| 21 | VANGUARD ADMIRAL FDS INC | $3.5M | 17189 | 1.38% |
| 22 | BLACKROCK ETF TRUST II | $2.9M | 55419 | 1.13% |
| 23 | INVESCO EXCHANGE TRADED FD T | $2.8M | 26419 | 1.12% |
| 24 | NVIDIA CORPORATION | $2.8M | 15984 | 1.10% |
| 25 | J P MORGAN EXCHANGE TRADED F | $2.5M | 44777 | 0.98% |
| 26 | PIMCO ETF TR | $2.2M | 85546 | 0.88% |
| 27 | ISHARES TR | $2.2M | 31406 | 0.87% |
| 28 | APPLE INC | $1.8M | 7043 | 0.70% |
| 29 | VANGUARD WORLD FD | $1.4M | 12251 | 0.54% |
| 30 | VANGUARD SCOTTSDALE FDS | $1.3M | 12178 | 0.53% |
| 31 | ISHARES TR | $1.3M | 11687 | 0.51% |
| 32 | VANGUARD INDEX FDS | $1.2M | 1978 | 0.47% |
| 33 | PIMCO ETF TR | $1.2M | 12526 | 0.46% |
| 34 | JOHNSON & JOHNSON | $1.2M | 4711 | 0.45% |
| 35 | SCHWAB STRATEGIC TR | $1.1M | 39450 | 0.43% |
| 36 | VANGUARD INDEX FDS | $1.1M | 4230 | 0.43% |
| 37 | VERTIV HOLDINGS CO | $846K | 3378 | 0.33% |
| 38 | VANECK ETF TRUST | $838K | 2186 | 0.33% |
| 39 | ISHARES TR | $762K | 31429 | 0.30% |
| 40 | ISHARES TR | $700K | 7202 | 0.28% |
| 41 | VANGUARD INDEX FDS | $678K | 1552 | 0.27% |
| 42 | AMAZON COM INC | $580K | 2786 | 0.23% |
| 43 | VANGUARD SPECIALIZED FUNDS | $573K | 2662 | 0.23% |
| 44 | MICROSOFT CORP | $560K | 1513 | 0.22% |
| 45 | ISHARES TR | $546K | 5714 | 0.22% |
| 46 | PIMCO ETF TR | $499K | 4958 | 0.20% |
| 47 | ALPHABET INC | $493K | 1718 | 0.19% |
| 48 | ISHARES TR | $422K | 16663 | 0.17% |
| 49 | J P MORGAN EXCHANGE TRADED F | $420K | 7410 | 0.17% |
| 50 | BLACKROCK ETF TRUST | $386K | 11715 | 0.15% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.