Q2 2025 Holdings
Filed 2025-07-31 | 963 holdings | $38.8B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| TJX COS Inc New(TJX) | COM | 872540109 | $20.2M | 163,814 | 0.1% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $20.5M | 296,909 | 0.1% |
| BlackRock Inc(BLK) | COM | 09290D101 | $21.0M | 20,020 | 0.1% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $21.4M | 151,699 | 0.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $21.5M | 40,727 | 0.1% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $21.9M | 59,714 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $22.4M | 156,316 | 0.1% |
| Progressive Corp(PGR) | COM | 743315103 | $22.4M | 84,069 | 0.1% |
| Microstrategy Inc(MSTR) | CL A NEW | 594972408 | $22.5M | 55,614 | 0.1% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $22.6M | 106,098 | 0.1% |
| Vanguard Scottsdale FDS(VGLT) | LONG TERM TREAS | 92206C847 | $22.7M | 405,132 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $23.0M | 532,247 | 0.1% |
| Coinbase Global Inc(COIN) | COM CL A | 19260Q107 | $23.4M | 66,671 | 0.1% |
| Vaneck ETF Trust(SMH) | SEMICONDUCTR ETF | 92189F676 | $24.3M | 87,077 | 0.1% |
| Linde PLC(LIN) | SHS | G54950103 | $24.6M | 52,410 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $24.6M | 181,000 | 0.1% |
| Intuitive Surgical Inc(ISRG) | COM NEW | 46120E602 | $25.1M | 46,167 | 0.1% |
| Caterpillar Inc(CAT) | COM | 149123101 | $25.1M | 64,699 | 0.1% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $25.6M | 369,599 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $25.9M | 81,058 | 0.1% |
| Nushares ETF TR(NUEM) | NUVEEN ESG EMRGN | 67092P888 | $27.2M | 818,660 | 0.1% |
| Salesforce Inc(CRM) | COM | 79466L302 | $27.3M | 100,049 | 0.1% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $27.4M | 108,376 | 0.1% |
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $27.5M | 355,667 | 0.1% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $27.6M | 248,854 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $27.9M | 394,485 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $28.6M | 306,330 | 0.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $29.8M | 160,555 | 0.1% |
| Servicenow Inc(NOW) | COM | 81762P102 | $31.0M | 30,138 | 0.1% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $33.3M | 415,503 | 0.1% |
| Intuit(INTU) | COM | 461202103 | $33.5M | 42,502 | 0.1% |
| Grayscale Bitcoin Trust ETF(GBTC) | SHS REP COM UT | 389637109 | $33.7M | 396,907 | 0.1% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $33.9M | 47,901 | 0.1% |
| Procter and Gamble Co(PG) | COM | 742718109 | $34.7M | 217,747 | 0.1% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $37.5M | 123,080 | 0.1% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $37.5M | 746,544 | 0.1% |
| Advanced Micro Devices Inc(AMD) | COM | 007903107 | $37.8M | 266,489 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $38.1M | 129,255 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $38.3M | 210,530 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $38.9M | 1,344,583 | 0.1% |
| GE Aerospace(GE) | COM NEW | 369604301 | $39.1M | 151,836 | 0.1% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $39.5M | 116,441 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $39.9M | 108,811 | 0.1% |
| Ishares Bitcoin Trust ETF(IBIT) | SHS BEN INT | 46438F101 | $41.1M | 671,585 | 0.1% |
| DBX ETF TR(HYLB) | XTRACK USD HIGH | 233051432 | $42.3M | 1,146,590 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $42.7M | 97,415 | 0.1% |
| Oracle Corp(ORCL) | COM | 68389X105 | $42.7M | 195,453 | 0.1% |
| Bank America Corp(BAC) | COM | 060505104 | $43.0M | 908,003 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $43.8M | 286,462 | 0.1% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $46.0M | 1,225,670 | 0.1% |