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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | $9.7M | 32814 | 6.50% |
| 2 | VANGUARD INDEX FDS | $8.7M | 26831 | 5.81% |
| 3 | DEERE & CO | $6.3M | 11189 | 4.26% |
| 4 | MARRIOTT INTL INC NEW CL A | $4.5M | 13690 | 3.02% |
| 5 | NVIDIA CORP | $4.3M | 24469 | 2.89% |
| 6 | BLACKROCK MUNIHLDNGS CALI QL | $4.3M | 405607 | 2.86% |
| 7 | INTERNATIONAL BUSINESS MACHS | $4.1M | 16740 | 2.75% |
| 8 | BLACKROCK MUNIHOLDINGS FD IN | $4.1M | 358833 | 2.74% |
| 9 | MICROSOFT CORP | $3.6M | 9776 | 2.44% |
| 10 | WALMART INC | $3.3M | 26383 | 2.20% |
| 11 | ROBLOX CORP | $3.3M | 56497 | 2.20% |
| 12 | NEXTRACKER INC | $3.0M | 24737 | 2.05% |
| 13 | AMAZON COM INC | $3.0M | 14363 | 2.03% |
| 14 | TJX COS INC NEW | $3.0M | 18337 | 1.99% |
| 15 | ORACLE CORPORATION | $2.8M | 19313 | 1.90% |
| 16 | APPLE INC | $2.8M | 11122 | 1.90% |
| 17 | GEHC2518C85 | $2.8M | 9602 | 1.89% |
| 18 | AMERICAN CENTY ETF TR | $2.7M | 24281 | 1.81% |
| 19 | SHOPIFY INC CL A | $2.4M | 20216 | 1.61% |
| 20 | COCA-COLA COMPANY | $2.3M | 29912 | 1.53% |
| 21 | SALESFORCE INC | $2.1M | 11432 | 1.43% |
| 22 | AXON ENTERPRISE INC | $2.1M | 4871 | 1.41% |
| 23 | ACCENTURE PLC IRELAND | $2.0M | 10322 | 1.36% |
| 24 | META PLATFORMS INC CLASS A | $1.9M | 3356 | 1.30% |
| 25 | QUALCOMM INC | $1.8M | 14265 | 1.24% |
| 26 | ADOBE INC | $1.8M | 7401 | 1.20% |
| 27 | GE HEALTHCARE TECHS INC | $1.8M | 24814 | 1.19% |
| 28 | ISHARES TR | $1.8M | 18126 | 1.19% |
| 29 | WALT DISNEY COMPANY | $1.8M | 18020 | 1.17% |
| 30 | BROADCOM INC | $1.6M | 5239 | 1.10% |
| 31 | WESTERN AST INFL LKD OPP & I | $1.6M | 192584 | 1.09% |
| 32 | AMERICAN CENTY ETF TR | $1.5M | 13650 | 1.03% |
| 33 | CHEVRON CORP NEW | $1.5M | 7626 | 1.02% |
| 34 | ISHARES GOLD TR | $1.5M | 16262 | 0.98% |
| 35 | HOME DEPOT INC | $1.4M | 4374 | 0.97% |
| 36 | ISHARES TR | $1.3M | 2975 | 0.86% |
| 37 | ISHARES TR | $1.3M | 3383 | 0.85% |
| 38 | BLACKROCK MUNIYIELD QUALITY | $1.2M | 112685 | 0.80% |
| 39 | TESLA INC | $1.1M | 2919 | 0.74% |
| 40 | ON HOLDING AG | $1.1M | 31904 | 0.73% |
| 41 | VANGUARD TAX-MANAGED FDS | $1.1M | 16424 | 0.72% |
| 42 | NEUBERGER BERMAN MUN FD INC | $1.1M | 105286 | 0.71% |
| 43 | COSTCO WHSL CORP NEW COM | $993K | 993 | 0.67% |
| 44 | JPMORGAN CHASE & CO | $929K | 3148 | 0.62% |
| 45 | RTX CORP | $914K | 4671 | 0.61% |
| 46 | T-MOBILE US INC | $899K | 4423 | 0.60% |
| 47 | FOX CORP | $843K | 14500 | 0.57% |
| 48 | PAYPAL HOLDINGS INC | $791K | 17727 | 0.53% |
| 49 | VISA INC CLASS A | $788K | 2635 | 0.53% |
| 50 | VANGUARD INDEX FDS | $786K | 2865 | 0.53% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.