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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $16.6M | 250341 | 9.52% |
| 2 | CAPITAL GROUP GBL GROWTH EQT | $16.1M | 473839 | 9.21% |
| 3 | ISHARES TR | $14.7M | 210145 | 8.44% |
| 4 | RBB FUND TRUST | $13.4M | 283902 | 7.69% |
| 5 | VANGUARD BD INDEX FDS | $9.9M | 134713 | 5.66% |
| 6 | VANGUARD INDEX FDS | $9.7M | 21960 | 5.55% |
| 7 | PIMCO ETF TR | $6.9M | 264892 | 3.97% |
| 8 | J P MORGAN EXCHANGE TRADED F | $5.8M | 126673 | 3.33% |
| 9 | EA SERIES TRUST | $5.5M | 47189 | 3.14% |
| 10 | CAPITAL GRP FIXED INCM ETF T | $4.3M | 158364 | 2.47% |
| 11 | APPLE INC | $4.0M | 15574 | 2.28% |
| 12 | ISHARES INC | $3.9M | 63755 | 2.23% |
| 13 | VANGUARD INDEX FDS | $2.5M | 7690 | 1.42% |
| 14 | VANGUARD WHITEHALL FDS | $2.4M | 26846 | 1.38% |
| 15 | WORLD GOLD TR | $2.4M | 25011 | 1.35% |
| 16 | ISHARES TR | $2.0M | 23888 | 1.16% |
| 17 | VANGUARD INDEX FDS | $1.8M | 2946 | 1.02% |
| 18 | ALPHABET INC | $1.8M | 5951 | 1.00% |
| 19 | NVIDIA CORPORATION | $1.7M | 9799 | 0.99% |
| 20 | VANGUARD SCOTTSDALE FDS | $1.6M | 21732 | 0.93% |
| 21 | SELECT SECTOR SPDR TR | $1.6M | 38311 | 0.90% |
| 22 | CAPITAL GROUP DIVIDEND GROWE | $1.6M | 43596 | 0.90% |
| 23 | FRANKLIN TEMPLETON ETF TR | $1.6M | 47110 | 0.90% |
| 24 | AMAZON COM INC | $1.5M | 7208 | 0.87% |
| 25 | MICROSOFT CORP | $1.4M | 3710 | 0.78% |
| 26 | ISHARES TR | $1.3M | 25376 | 0.77% |
| 27 | CAPITAL GRP FIXED INCM ETF T | $1.3M | 48215 | 0.75% |
| 28 | PIMCO ETF TR | $1.3M | 24349 | 0.73% |
| 29 | ISHARES TR | $1.2M | 12596 | 0.71% |
| 30 | FIDELITY WISE ORIGIN BITCOIN | $1.1M | 19381 | 0.66% |
| 31 | VANGUARD MUN BD FDS | $1.1M | 21702 | 0.62% |
| 32 | BROADCOM INC | $903K | 2880 | 0.52% |
| 33 | VANGUARD NY TAX FREE FDS | $867K | 8468 | 0.50% |
| 34 | ALPHABET INC | $866K | 2911 | 0.50% |
| 35 | ISHARES TR | $851K | 8477 | 0.49% |
| 36 | ISHARES INC | $846K | 10242 | 0.48% |
| 37 | WALMART INC | $835K | 6690 | 0.48% |
| 38 | INTUIT | $762K | 1790 | 0.44% |
| 39 | META PLATFORMS INC | $762K | 1316 | 0.44% |
| 40 | EXXON MOBIL CORP | $703K | 4373 | 0.40% |
| 41 | BLACKROCK ETF TRUST II | $688K | 20078 | 0.39% |
| 42 | VANGUARD WORLD FD | $663K | 2414 | 0.38% |
| 43 | ISHARES TR | $639K | 8405 | 0.37% |
| 44 | ISHARES INC | $617K | 5160 | 0.35% |
| 45 | VANGUARD SPECIALIZED FUNDS | $607K | 2815 | 0.35% |
| 46 | INVESCO QQQ TR | $592K | 1013 | 0.34% |
| 47 | SPDR GOLD TR | $575K | 1314 | 0.33% |
| 48 | JPMORGAN CHASE & CO | $549K | 1860 | 0.31% |
| 49 | ISHARES TR | $534K | 11591 | 0.31% |
| 50 | MICRON TECHNOLOGY INC | $527K | 1433 | 0.30% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.