| # | Security | Value | Shares | % Port | Change | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS TOTAL STK MKT | $210.8M | 657.2K | 2.6% | REDUCED | -16,434 |
| 2 | APPLE INC COM | $207.9M | 816.7K | 2.6% | REDUCED | -20,853 |
| 3 | WALMART INC COM | $191.5M | 1.54M | 2.4% | ADDED | +96.9K |
| 4 | INVESCO QQQ TR UNIT SER 1 | $151.8M | 262.9K | 1.9% | REDUCED | -5,035 |
| 5 | NVIDIA CORPORATION COM | $141.9M | 810.4K | 1.8% | ADDED | +24.6K |
| 6 | MICROSOFT CORP COM | $141.7M | 382.3K | 1.8% | ADDED | +21.3K |
| 7 | AMAZON COM INC COM | $136.2M | 652.5K | 1.7% | ADDED | +53.6K |
| 8 | BROADCOM INC COM | $127.6M | 411.3K | 1.6% | ADDED | +8.5K |
| 9 | JPMORGAN CHASE & CO COM | $125.1M | 424.1K | 1.6% | ADDED | +9.3K |
| 10 | ISHARES TR RUS 1000 VAL ETF | $124.6M | 583.0K | 1.6% | REDUCED | -38,177 |
| 11 | ISHARES TR RUS 1000 GRW ETF | $111.7M | 262.0K | 1.4% | ADDED | +6.5K |
| 12 | STATE STR SPDR S&P 500 ETF T TR UNIT | $108.3M | 166.6K | 1.4% | REDUCED | -30,314 |
| 13 | ISHARES TR RUS MDCP VAL ETF | $99.6M | 683.6K | 1.2% | REDUCED | -157,073 |
| 14 | ALPHABET INC CAP STK CL A | $98.7M | 342.3K | 1.2% | ADDED | +838 |
| 15 | ALPHABET INC CAP STK CL C | $88.9M | 309.6K | 1.1% | REDUCED | -17,888 |
| 16 | VANGUARD INDEX FDS VALUE ETF | $82.0M | 418.1K | 1.0% | REDUCED | -298 |
| 17 | KURA SUSHI USA INC CL A COM | $77.3M | 1.11M | 1.0% | ADDED | +268.0K |
| 18 | GOLDMAN SACHS GROUP INC COM | $68.8M | 81.3K | 0.9% | ADDED | +5.1K |
| 19 | ISHARES TR RUS MD CP GR ETF | $67.1M | 523.4K | 0.8% | REDUCED | -26,503 |
| 20 | VANGUARD INDEX FDS S&P 500 ETF SHS | $66.5M | 111.3K | 0.8% | REDUCED | -2,630 |
| 21 | ISHARES TR GLOBAL 100 ETF | $63.9M | 528.2K | 0.8% | ADDED | +56.7K |
| 22 | VANGUARD INDEX FDS GROWTH ETF | $63.5M | 145.3K | 0.8% | ADDED | +5.7K |
| 23 | ISHARES TR RUSSELL 3000 ETF | $60.9M | 164.2K | 0.8% | ADDED | +7.1K |
| 24 | VANGUARD INDEX FDS SM CP VAL ETF | $59.5M | 273.7K | 0.7% | ADDED | +5.9K |
| 25 | META PLATFORMS INC CL A | $58.1M | 101.2K | 0.7% | ADDED | +7.8K |
Holdings data sourced from SEC EDGAR 13F-HR filings. Updated quarterly, approximately 45 days after quarter end. All data is public domain.
Last filed: Apr 28, 2026