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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $10.0M | 34778 | 9.56% |
| 2 | MICROSOFT CORP | $6.3M | 17125 | 6.07% |
| 3 | APPLE INC | $6.3M | 24953 | 6.06% |
| 4 | NVIDIA CORPORATION | $5.6M | 32217 | 5.38% |
| 5 | VANGUARD TAX-MANAGED FDS | $5.0M | 77639 | 4.76% |
| 6 | ALPHABET INC | $4.3M | 15023 | 4.14% |
| 7 | DIMENSIONAL ETF TRUST | $3.9M | 54556 | 3.72% |
| 8 | AMAZON COM INC | $3.1M | 14874 | 2.97% |
| 9 | AMERICAN CENTY ETF TR | $3.1M | 38361 | 2.96% |
| 10 | ALPHABET INC | $2.6M | 9141 | 2.51% |
| 11 | BROADCOM INC | $2.5M | 7984 | 2.37% |
| 12 | EXXON MOBIL CORP | $2.2M | 12715 | 2.07% |
| 13 | VISA INC | $2.2M | 7132 | 2.06% |
| 14 | JPMORGAN CHASE & CO | $1.6M | 5507 | 1.55% |
| 15 | BOOKING HOLDINGS INC | $1.5M | 365 | 1.47% |
| 16 | BERKSHIRE HATHAWAY INC DEL | $1.5M | 3039 | 1.39% |
| 17 | EATON CORP PLC | $1.4M | 3985 | 1.36% |
| 18 | CATERPILLAR INC | $1.4M | 1938 | 1.31% |
| 19 | MERCK & CO INC | $1.4M | 11398 | 1.31% |
| 20 | WALMART INC | $1.3M | 10317 | 1.23% |
| 21 | META PLATFORMS INC | $1.3M | 2187 | 1.20% |
| 22 | ABBVIE INC | $1.2M | 5450 | 1.13% |
| 23 | RAYMOND JAMES FINL INC | $1.1M | 7321 | 1.02% |
| 24 | HOME DEPOT INC | $1.0M | 3118 | 0.98% |
| 25 | RAYTHEON TECHNOLOGIES CORP | $1.0M | 5293 | 0.98% |
| 26 | MCDONALDS CORP | $1.0M | 3262 | 0.97% |
| 27 | COSTCO WHSL CORP NEW | $1.0M | 1007 | 0.96% |
| 28 | STRYKER CORPORATION | $950K | 2892 | 0.91% |
| 29 | CISCO SYS INC | $947K | 12216 | 0.91% |
| 30 | UNION PAC CORP | $933K | 3846 | 0.89% |
| 31 | PEPSICO INC | $903K | 5819 | 0.86% |
| 32 | VANGUARD BD INDEX FDS | $885K | 11479 | 0.85% |
| 33 | SCHWAB STRATEGIC TR | $835K | 28665 | 0.80% |
| 34 | DOW INC | $832K | 19996 | 0.80% |
| 35 | HONEYWELL INTL INC | $826K | 3657 | 0.79% |
| 36 | INTUIT | $817K | 1891 | 0.78% |
| 37 | NORTHROP GRUMMAN CORP | $798K | 1170 | 0.76% |
| 38 | PNC FINL SVCS GROUP INC | $790K | 3798 | 0.76% |
| 39 | PROCTER AND GAMBLE CO | $776K | 5376 | 0.74% |
| 40 | AMERIPRISE FINL INC | $747K | 1681 | 0.72% |
| 41 | CONOCOPHILLIPS | $735K | 5569 | 0.70% |
| 42 | MASTERCARD INCORPORATED | $729K | 1460 | 0.70% |
| 43 | SCHWAB STRATEGIC TR | $721K | 23654 | 0.69% |
| 44 | ISHARES TR | $715K | 6707 | 0.68% |
| 45 | SALESFORCE INC | $710K | 3805 | 0.68% |
| 46 | THERMO FISHER SCIENTIFIC INC | $710K | 1445 | 0.68% |
| 47 | CHUBB LIMITED | $685K | 2102 | 0.66% |
| 48 | GRAINGER W W INC | $646K | 593 | 0.62% |
| 49 | TESLA INC | $587K | 1581 | 0.56% |
| 50 | ECOLAB INC | $585K | 2202 | 0.56% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.