| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | MICROSOFT CORP COM | $136.7M | 369.3K | 2.4% | ADDED | +262.8K |
| 2 | NVIDIA CORPORATION COM | $112.8M | 646.6K | 2.0% | ADDED | +516.3K |
| 3 | APPLE INC COM | $105.6M | 416.0K | 1.9% | REDUCED | -14,902 |
| 4 | JPMORGAN CHASE & CO COM | $102.8M | 349.4K | 1.8% | ADDED | +294.6K |
| 5 | AMAZON COM INC COM | $97.1M | 466.1K | 1.7% | ADDED | +402.5K |
| 6 | ISHARES TR CORE MSCI EAFE | $94.8M | 1.05M | 1.7% | ADDED | +431.9K |
| 7 | ALPHABET INC CAP STK CL A | $91.9M | 319.7K | 1.6% | ADDED | +249.9K |
| 8 | SCHWAB STRATEGIC TR US LRG CAP ETF | $91.3M | 3.56M | 1.6% | ADDED | +222.0K |
| 9 | ISHARES TR CORE S&P500 ETF | $64.7M | 99.0K | 1.2% | ADDED | +62.2K |
| 10 | VISA INC COM CL A | $64.5M | 213.3K | 1.1% | ADDED | +184.4K |
| 11 | APPLE INC COM | $64.4M | 253.9K | 1.1% | REDUCED | -176,963 |
| 12 | AMETEK INC COM | $62.1M | 287.6K | 1.1% | ADDED | +4.3K |
| 13 | ALPHABET INC CAP STK CL C | $54.3M | 189.3K | 1.0% | ADDED | +186.8K |
| 14 | ELI LILLY & CO COM | $51.6M | 56.1K | 0.9% | ADDED | +5.8K |
| 15 | BROADCOM INC COM | $51.5M | 166.5K | 0.9% | ADDED | +143.8K |
| 16 | DANAHER CORP DEL COM | $49.7M | 261.4K | 0.9% | ADDED | +242.6K |
| 17 | MERCK & CO INC COM | $48.7M | 402.2K | 0.9% | ADDED | +362.6K |
| 18 | ISHARES TR 3 7 YR TREAS BD | $48.2M | 406.2K | 0.9% | ADDED | +12.0K |
| 19 | ISHARES TR CORE S&P US VLU | $44.1M | 431.1K | 0.8% | ADDED | +417.8K |
| 20 | MICROSOFT CORP COM | $42.7M | 115.3K | 0.8% | ADDED | +8.8K |
| 21 | TJX COS INC NEW COM | $42.5M | 266.1K | 0.8% | REDUCED | -27,053 |
| 22 | STATE STR SPDR S&P 500 ETF T TR UNIT | $42.3M | 65.0K | 0.8% | ADDED | +14.3K |
| 23 | SPDR GOLD TR GOLD SHS | $42.0M | 97.5K | 0.7% | ADDED | +88.4K |
| 24 | BERKSHIRE HATHAWAY INC DEL CL B NEW | $41.5M | 86.5K | 0.7% | ADDED | +68.0K |
| 25 | LUMEN TECHNOLOGIES INC COM | $40.8M | 5.87M | 0.7% | ADDED | +5.87M |
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 15, 2026