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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $5.3M | 30587 | 3.99% |
| 2 | TESLA INC | $4.1M | 11017 | 3.06% |
| 3 | SCHWAB U.S. LARGE-CAP | $3.9M | 134230 | 2.92% |
| 4 | BROADCOM INC | $3.7M | 11942 | 2.76% |
| 5 | SCHWAB U.S. MID-CAP ETF | $3.4M | 110018 | 2.55% |
| 6 | SCHWAB U.S. LARGE-CAP | $3.1M | 102375 | 2.33% |
| 7 | ALPHABET INC | $2.9M | 10036 | 2.16% |
| 8 | VANGUARD TOTAL WORLD | $2.6M | 18683 | 1.93% |
| 9 | MICROSOFT CORP | $2.6M | 6908 | 1.91% |
| 10 | SCHWAB U.S. SMALL-CAP | $2.5M | 86451 | 1.88% |
| 11 | SCHWAB INTERNATIONAL | $2.5M | 101401 | 1.88% |
| 12 | STATE STREET SPDR S&P 500 ETF TRUST | $2.3M | 3600 | 1.75% |
| 13 | APPLE INC | $2.3M | 8952 | 1.70% |
| 14 | ASML HLDG NV | $2.0M | 1508 | 1.49% |
| 15 | AMAZON.COM INC | $2.0M | 9523 | 1.48% |
| 16 | PALANTIR TECHNOLOGIES IN | $1.8M | 12149 | 1.33% |
| 17 | SPDR PORT S&P 1500 COMPS STK MKT | $1.6M | 20759 | 1.23% |
| 18 | VANGUARD TOTAL STOCK | $1.6M | 5003 | 1.20% |
| 19 | GE AEROSPACE | $1.5M | 5384 | 1.14% |
| 20 | ADVANCED MICRO DEVIC | $1.5M | 7221 | 1.10% |
| 21 | META PLATFORMS INC | $1.4M | 2517 | 1.08% |
| 22 | VERTEX PHARMACEUTICALS I | $1.4M | 3148 | 1.05% |
| 23 | VANGUARD | $1.4M | 16883 | 1.04% |
| 24 | MERCK & CO. INC. | $1.4M | 11322 | 1.02% |
| 25 | JPMORGAN EQUITY PREMIUM INCOME | $1.3M | 23212 | 0.98% |
| 26 | ELI LILLY & CO | $1.3M | 1406 | 0.97% |
| 27 | GE VERNOVA INC | $1.2M | 1374 | 0.90% |
| 28 | SELECT SECTOR SPDR TR | $1.2M | 7888 | 0.86% |
| 29 | DEERE & CO | $1.1M | 2030 | 0.85% |
| 30 | JPMORGAN CHASE & CO | $1.1M | 3877 | 0.85% |
| 31 | SELECT SECTOR SPDR TR | $1.1M | 18157 | 0.83% |
| 32 | UBER TECHNOLOGIES INC | $1.1M | 15246 | 0.82% |
| 33 | CLEAN HBRS INC | $1.1M | 3806 | 0.82% |
| 34 | AXON ENTERPRISE INC | $1.0M | 2401 | 0.76% |
| 35 | VANGUARD MID-CAP INDEX | $1.0M | 3531 | 0.76% |
| 36 | FLUOR CORP NEW | $1.0M | 21722 | 0.76% |
| 37 | MICRON TECHNOLOGY INC | $894K | 2646 | 0.67% |
| 38 | GOLDMAN SACHS GROUP INC | $888K | 1050 | 0.66% |
| 39 | SCHWAB INTERNATIONAL | $851K | 18201 | 0.64% |
| 40 | SCHWAB U.S. REIT ETF | $845K | 39308 | 0.63% |
| 41 | SCHWAB EMERGING MARKETS | $809K | 24555 | 0.61% |
| 42 | VANGUARD S&P 500 ETF | $798K | 1336 | 0.60% |
| 43 | TAIWAN SEMICONDUCTOR M F | $789K | 2334 | 0.59% |
| 44 | NETFLIX INC | $779K | 8098 | 0.58% |
| 45 | COSTCO WHOLESALE CORPORATION | $774K | 777 | 0.58% |
| 46 | LAM RESH CORP | $754K | 3530 | 0.56% |
| 47 | WALMART INC | $750K | 6035 | 0.56% |
| 48 | SELECT SECTOR SPDR TR | $740K | 6790 | 0.55% |
| 49 | SPDR S&P AEROSPACE & DEFENSE | $739K | 2910 | 0.55% |
| 50 | VANECK ETF TRUST | $731K | 1906 | 0.55% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.