Q1 2025 Holdings
Filed 2025-04-14 | 291 holdings | $214.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Reddit Inc(RDDT) | CL A | 75734B100 | $19.3M | 183,972 | 9.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.6M | 20,694 | 5.0% |
| Apple Inc(AAPL) | COM | 037833100 | $9.7M | 43,521 | 4.5% |
| Dimensional ETF Trust(DFAW) | WORLD EQUITY ETF | 25434V617 | $8.8M | 144,248 | 4.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $8.5M | 73,384 | 4.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $8.0M | 74,044 | 3.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $8.0M | 21,332 | 3.7% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $6.8M | 35,601 | 3.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $5.8M | 10,927 | 2.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.5M | 6,086 | 1.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $3.5M | 3,688 | 1.6% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $3.0M | 5,380 | 1.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $2.9M | 11,124 | 1.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.7M | 17,587 | 1.3% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $2.7M | 16,990 | 1.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $1.9M | 11,533 | 0.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $1.9M | 6,901 | 0.9% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.8M | 10,722 | 0.8% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $1.8M | 7,243 | 0.8% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $1.7M | 2,092 | 0.8% |
| Palantir Technologies Inc(PLTR) | CL A | 69608A108 | $1.7M | 20,446 | 0.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.6M | 3,010 | 0.7% |
| Snowflake Inc(SNOW) | CL A | 833445109 | $1.4M | 9,862 | 0.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.4M | 3,954 | 0.6% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.3M | 11,030 | 0.6% |
| Walmart Inc(WMT) | COM | 931142103 | $1.1M | 12,892 | 0.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.1M | 1,160 | 0.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $1.1M | 1,960 | 0.5% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $1.0M | 2,202 | 0.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $947.1K | 4,520 | 0.4% |
| Home Depot Inc(HD) | COM | 437076102 | $888.7K | 2,425 | 0.4% |
| Procter and Gamble Co(PG) | COM | 742718109 | $874.0K | 5,128 | 0.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $857.5K | 5,171 | 0.4% |
| GE Aerospace(GE) | COM NEW | 369604301 | $829.8K | 4,146 | 0.4% |
| SAP SE(SAP) | SPON ADR | 803054204 | $800.2K | 2,981 | 0.4% |
| Salesforce Inc(CRM) | COM | 79466L302 | $765.5K | 2,852 | 0.4% |
| Asml Holding N V(ASML) | N Y REGISTRY SHS | N07059210 | $764.0K | 1,153 | 0.4% |
| Shopify Inc(SHOP) | CL A | 82509L107 | $733.7K | 7,684 | 0.3% |
| Adobe Inc(ADBE) | COM | 00724F101 | $731.8K | 1,908 | 0.3% |
| Applovin Corp(APP) | COM CL A | 03831W108 | $718.8K | 2,713 | 0.3% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $678.0K | 7,553 | 0.3% |
| Chevron Corp New(CVX) | COM | 166764100 | $677.6K | 4,050 | 0.3% |
| Verisign Inc(VRSN) | COM | 92343E102 | $654.4K | 2,578 | 0.3% |
| Coca Cola Co(KO) | COM | 191216100 | $643.5K | 8,985 | 0.3% |
| Servicenow Inc(NOW) | COM | 81762P102 | $639.2K | 803 | 0.3% |
| Bank America Corp(BAC) | COM | 060505104 | $635.4K | 15,227 | 0.3% |
| Icici Bank Limited(IBN) | ADR | 45104G104 | $614.2K | 19,485 | 0.3% |
| Abbott Labs(ABT) | COM | 002824100 | $611.0K | 4,606 | 0.3% |
| Linde PLC(LIN) | SHS | G54950103 | $609.9K | 1,310 | 0.3% |
| Novo-Nordisk A S(NVO) | ADR | 670100205 | $606.4K | 8,733 | 0.3% |