Q1 2026 Holdings
Filed 2026-05-12 | 509 holdings | $49.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $31.1B | 94,959,476 | 63.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $4.3B | 31,010,194 | 8.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $2.3B | 83,184,068 | 4.6% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $2.2B | 30,141,800 | 4.5% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.1B | 1,734,018 | 2.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $700.4M | 4,240,392 | 1.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $446.1M | 1,242,866 | 0.9% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $398.6M | 2,837,108 | 0.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $270.4M | 988,525 | 0.5% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $248.2M | 845,898 | 0.5% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $223.9M | 819,907 | 0.5% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $207.7M | 387,315 | 0.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $186.5M | 524,929 | 0.4% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $149.2M | 4,491,206 | 0.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $139.1M | 208,574 | 0.3% |
| Walmart Inc(WMT) | COM | 931142103 | $116.0M | 939,304 | 0.2% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $113.9M | 401,444 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $106.7M | 622,111 | 0.2% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $104.8M | 118,160 | 0.2% |
| Costco Wholesale Corporation(COST) | COM | 22160K105 | $91.8M | 92,099 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $86.7M | 357,624 | 0.2% |
| Ishares TR(USRT) | CRE U S REIT ETF | 464288521 | $86.5M | 1,483,742 | 0.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $85.6M | 266,096 | 0.2% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $82.9M | 1,537,256 | 0.2% |
| Netflix Inc.(NFLX) | COM | 64110L106 | $81.5M | 876,812 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $74.8M | 249,725 | 0.2% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $66.6M | 791,934 | 0.1% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $65.3M | 474,397 | 0.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $63.2M | 819,740 | 0.1% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $60.5M | 122,478 | 0.1% |
| Chevron Corporation(CVX) | COM | 166764100 | $59.0M | 280,111 | 0.1% |
| LAM Research Corp(LRCX) | COM NEW | 512807306 | $57.6M | 288,176 | 0.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $55.9M | 262,298 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $50.0M | 345,541 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $47.8M | 147,744 | 0.1% |
| Intel Corp(INTC) | COM | 458140100 | $46.6M | 1,130,361 | 0.1% |
| Caterpillar Inc(CAT) | COM | 149123101 | $46.2M | 69,188 | 0.1% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $45.9M | 768,550 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $44.6M | 585,299 | 0.1% |
| Pepsico Inc(PEP) | COM | 713448108 | $44.5M | 283,801 | 0.1% |
| KLA Corp(KLAC) | COM NEW | 482480100 | $43.7M | 31,617 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $43.5M | 368,357 | 0.1% |
| GE Aerospace(GE) | COM NEW | 369604301 | $42.6M | 155,954 | 0.1% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $42.5M | 647,368 | 0.1% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $41.0M | 220,016 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $38.1M | 231,025 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $35.9M | 44,513 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $35.4M | 461,294 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $35.2M | 134,435 | 0.1% |
| Oracle Corp(ORCL) | COM | 68389X105 | $35.1M | 253,204 | 0.1% |