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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $24.4M | 307799 | 24.03% |
| 2 | ISHARES TR | $20.1M | 383342 | 19.84% |
| 3 | SCHWAB STRATEGIC TR | $17.2M | 563413 | 16.92% |
| 4 | WISDOMTREE TR | $12.2M | 77126 | 12.05% |
| 5 | VANGUARD INDEX FDS | $9.3M | 42873 | 9.17% |
| 6 | VANGUARD SCOTTSDALE FDS | $4.8M | 57690 | 4.70% |
| 7 | APPLE INC | $2.2M | 8595 | 2.15% |
| 8 | SELECT SECTOR SPDR TR | $1.8M | 21850 | 1.76% |
| 9 | ALPHABET INC | $1.4M | 5037 | 1.43% |
| 10 | ISHARES INC | $1.2M | 15500 | 1.20% |
| 11 | LOWES COS INC | $763K | 3229 | 0.75% |
| 12 | VANECK ETF TRUST | $750K | 8178 | 0.74% |
| 13 | SELECT SECTOR SPDR TR | $638K | 12921 | 0.63% |
| 14 | AMAZON COM INC | $577K | 2769 | 0.57% |
| 15 | PAYCHEX INC | $555K | 6024 | 0.55% |
| 16 | CAPITAL ONE FINL CORP | $372K | 2037 | 0.37% |
| 17 | BERKSHIRE HATHAWAY INC DEL | $371K | 774 | 0.37% |
| 18 | AUTOMATIC DATA PROCESSING IN | $363K | 1785 | 0.36% |
| 19 | SCHWAB STRATEGIC TR | $330K | 13148 | 0.32% |
| 20 | STARBUCKS CORP | $324K | 3617 | 0.32% |
| 21 | BLOCK INC | $279K | 4638 | 0.27% |
| 22 | MICROSOFT CORP | $271K | 732 | 0.27% |
| 23 | ALPHABET INC | $264K | 920 | 0.26% |
| 24 | FISERV INC | $263K | 4717 | 0.26% |
| 25 | ETSY INC | $257K | 5137 | 0.25% |
| 26 | CITIGROUP INC | $239K | 2105 | 0.24% |
| 27 | NOVARTIS AG | $237K | 1550 | 0.23% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.