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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | $7.2M | 41037 | 7.05% |
| 2 | ISHARES TR | $4.5M | 31463 | 4.42% |
| 3 | VANGUARD INDEX FDS | $4.1M | 12868 | 4.07% |
| 4 | APPLE INC | $3.7M | 14387 | 3.60% |
| 5 | VANGUARD TAX-MANAGED FDS | $3.5M | 55395 | 3.50% |
| 6 | ISHARES TR | $3.4M | 70294 | 3.36% |
| 7 | AMAZON COM INC | $3.1M | 15102 | 3.10% |
| 8 | APPLIED MATLS INC | $3.1M | 8978 | 3.02% |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | $2.6M | 7794 | 2.60% |
| 10 | ISHARES TR | $2.5M | 58218 | 2.44% |
| 11 | WELLS FARGO & CO | $2.3M | 28460 | 2.23% |
| 12 | MICROSOFT CORP | $2.2M | 6074 | 2.22% |
| 13 | NETFLIX INC. | $2.1M | 22326 | 2.12% |
| 14 | JPMORGAN CHASE & CO | $2.0M | 6815 | 1.98% |
| 15 | STATE STR SPDR S&P 500 ETF T | $1.9M | 2985 | 1.91% |
| 16 | META PLATFORMS INC | $1.9M | 3330 | 1.88% |
| 17 | VANGUARD INTL EQUITY INDEX F | $1.8M | 33750 | 1.80% |
| 18 | ALPHABET INC | $1.8M | 6235 | 1.76% |
| 19 | PARKER-HANNIFIN CORP | $1.7M | 1941 | 1.71% |
| 20 | SCHWAB CHARLES CORP | $1.7M | 17843 | 1.65% |
| 21 | CATERPILLAR INC | $1.7M | 2335 | 1.63% |
| 22 | COSTCO WHOLESALE CORPORATION | $1.6M | 1612 | 1.58% |
| 23 | ALPHABET INC | $1.5M | 5171 | 1.47% |
| 24 | ELI LILLY & CO | $1.5M | 1586 | 1.44% |
| 25 | VISA INC | $1.4M | 4757 | 1.42% |
| 26 | VERTEX PHARMACEUTICALS INC | $1.4M | 3218 | 1.42% |
| 27 | GE VERNOVA INC | $1.4M | 1607 | 1.38% |
| 28 | MARATHON PETE CORP | $1.3M | 5490 | 1.32% |
| 29 | ISHARES TR | $1.3M | 13276 | 1.30% |
| 30 | BLACKROCK INC | $1.3M | 1370 | 1.30% |
| 31 | LINDE PLC | $1.3M | 2624 | 1.28% |
| 32 | WALMART INC | $1.2M | 9629 | 1.18% |
| 33 | ARGENX SE | $1.1M | 1491 | 1.07% |
| 34 | CHEVRON CORPORATION | $1.0M | 5040 | 1.03% |
| 35 | INTUITIVE SURGICAL INC | $922K | 2001 | 0.91% |
| 36 | GILEAD SCIENCES INC | $901K | 6468 | 0.89% |
| 37 | BOEING CO | $885K | 4445 | 0.87% |
| 38 | MCDONALDS CORP | $822K | 2644 | 0.81% |
| 39 | BOOKING HOLDINGS INC | $808K | 192 | 0.80% |
| 40 | UNION PAC CORP | $759K | 3128 | 0.75% |
| 41 | ENBRIDGE INC | $747K | 13791 | 0.74% |
| 42 | RTX CORPORATION | $746K | 3865 | 0.74% |
| 43 | MONSTER BEVERAGE CORP NEW | $744K | 10263 | 0.73% |
| 44 | BERKSHIRE HATHAWAY INC DEL | $718K | 1 | 0.71% |
| 45 | CUMMINS INC | $712K | 1323 | 0.70% |
| 46 | DEERE & CO | $688K | 1221 | 0.68% |
| 47 | CAPITAL ONE FINL CORP | $679K | 3720 | 0.67% |
| 48 | PALO ALTO NETWORKS INC | $678K | 4232 | 0.67% |
| 49 | HOME DEPOT INC | $663K | 2016 | 0.65% |
| 50 | SCHWAB STRATEGIC TR | $630K | 25117 | 0.62% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.