| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS S&P 500 ETF SHS | $402.5M | 673.6K | 5.6% | ADDED | +19.1K |
| 2 | APPLE INC COM | $284.4M | 1.12M | 4.0% | REDUCED | -13,650 |
| 3 | ISHARES TR CORE S&P500 ETF | $268.7M | 411.4K | 3.7% | REDUCED | -5,128 |
| 4 | NVIDIA CORP COM | $231.0M | 1.32M | 3.2% | ADDED | +10.3K |
| 5 | ISHARES TR CORE MSCI EAFE | $164.4M | 1.82M | 2.3% | ADDED | +71.6K |
| 6 | MICROSOFT CORP COM | $163.2M | 440.8K | 2.3% | ADDED | +2.3K |
| 7 | ALPHABET INC CAP STK CL A | $157.8M | 548.7K | 2.2% | REDUCED | -11,318 |
| 8 | ISHARES TR CORE S&P MCP ETF | $131.9M | 1.95M | 1.8% | ADDED | +51.9K |
| 9 | VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF | $128.8M | 2.01M | 1.8% | ADDED | +276.4K |
| 10 | VANGUARD INDEX FDS VALUE ETF | $112.5M | 573.3K | 1.6% | REDUCED | -3,924 |
| 11 | AMAZON COM INC COM | $109.6M | 526.5K | 1.5% | REDUCED | -6,920 |
| 12 | SPDR S&P 500 ETF TR TR UNIT | $95.1M | 146.3K | 1.3% | REDUCED | -8,132 |
| 13 | ISHARES INC CORE MSCI EMKT | $91.2M | 1.31M | 1.3% | ADDED | +134.3K |
| 14 | MASTERCARD INC CL A | $90.7M | 181.5K | 1.3% | ADDED | +2.8K |
| 15 | JPMORGAN CHASE & CO COM | $88.9M | 302.3K | 1.2% | REDUCED | -6,321 |
| 16 | ISHARES TR RUSSELL 2000 ETF | $88.7M | 357.7K | 1.2% | REDUCED | -11,846 |
| 17 | ISHARES TR CORE S&P MCP ETF | $74.5M | 1.10M | 1.0% | REDUCED | -797,872 |
| 18 | BROADCOM INC COM | $72.0M | 232.6K | 1.0% | ADDED | +446 |
| 19 | ISHARES TR CORE US GRW ETF | $69.7M | 449.6K | 1.0% | REDUCED | -17,693 |
| 20 | APPLE INC COM | $69.5M | 273.8K | 1.0% | REDUCED | -860,308 |
| 21 | FACEBOOK INC CL A | $65.8M | 115.1K | 0.9% | REDUCED | -114 |
| 22 | PROCTER & GAMBLE CO COM | $64.8M | 448.9K | 0.9% | ADDED | +186.0K |
| 23 | INVESCO QQQ TR UNIT SER 1 | $61.1M | 105.9K | 0.9% | REDUCED | -10,089 |
| 24 | VANGUARD INDEX FDS MID CAP ETF | $58.6M | 204.2K | 0.8% | ADDED | +7.1K |
| 25 | BANK AMER CORP COM | $57.9M | 1.19M | 0.8% | ADDED | +4.4K |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: May 1, 2026