| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION COM | $158.4M | 908.4K | 3.2% | REDUCED | -95,395 |
| 2 | APPLE INC COM | $147.1M | 579.5K | 3.0% | ADDED | +1.0K |
| 3 | VANGUARD INDEX FDS S&P 500 ETF SHS | $118.2M | 197.7K | 2.4% | ADDED | +197.2K |
| 4 | MICROSOFT CORP COM | $82.2M | 222.1K | 1.7% | ADDED | +11.5K |
| 5 | BROADCOM INC COM | $60.8M | 196.5K | 1.2% | ADDED | +21.4K |
| 6 | ALPHABET INC CAP STK CL A | $55.9M | 194.3K | 1.1% | ADDED | +7.4K |
| 7 | AMAZON COM INC COM | $55.4M | 266.1K | 1.1% | REDUCED | -4,809 |
| 8 | BLACKROCK ETF TRUST ISHARES US EQUIT | $51.1M | 877.9K | 1.0% | ADDED | +50.8K |
| 9 | VANGUARD INDEX FDS VALUE ETF | $49.6M | 252.7K | 1.0% | ADDED | +1.3K |
| 10 | ISHARES TR S&P 500 GRWT ETF | $49.1M | 434.2K | 1.0% | ADDED | +56.6K |
| 11 | JPMORGAN CHASE & CO COM | $48.8M | 165.7K | 1.0% | ADDED | +673 |
| 12 | ISHARES TR S&P 500 VAL ETF | $45.9M | 217.3K | 0.9% | ADDED | +890 |
| 13 | ISHARES TR CORE S&P500 ETF | $45.8M | 70.1K | 0.9% | ADDED | +6.8K |
| 14 | BNY MELLON ETF TRUST INTERNATIONL EQT | $42.8M | 458.5K | 0.9% | ADDED | +724 |
| 15 | BLACKROCK ETF TRUST II ISHARES FLEXIBLE | $41.5M | 798.6K | 0.8% | REDUCED | -30,674 |
| 16 | STATE STR SPDR S&P 500 ETF T TR UNIT | $40.6M | 62.5K | 0.8% | REDUCED | -11,297 |
| 17 | ISHARES TR CORE UNIVRSL USD | $40.3M | 871.6K | 0.8% | ADDED | +39.2K |
| 18 | VANGUARD INDEX FDS GROWTH ETF | $39.8M | 91.2K | 0.8% | ADDED | +2.5K |
| 19 | WALMART INC COM | $37.5M | 302.1K | 0.8% | REDUCED | -553 |
| 20 | J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF | $34.9M | 690.4K | 0.7% | REDUCED | -74,032 |
| 21 | ISHARES TR EAFE VALUE ETF | $33.4M | 449.8K | 0.7% | ADDED | +89.7K |
| 22 | JOHNSON & JOHNSON COM | $32.6M | 133.3K | 0.7% | ADDED | +2.0K |
| 23 | ALPHABET INC CAP STK CL C | $31.8M | 110.8K | 0.6% | REDUCED | -386 |
| 24 | META PLATFORMS INC CL A | $31.7M | 55.5K | 0.6% | ADDED | +1.1K |
| 25 | ISHARES INC CORE MSCI EMKT | $30.1M | 431.5K | 0.6% | REDUCED | -17,582 |
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 14, 2026