Disclosed positions
| APPLE INC | AAPL | COM | $5,212,844,424 | 18,017,024 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,192,194,552 | 25,953,279 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,172,376,652 | 5,571,768 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,641,019,733 | 37,068,072 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,039,785,728 | 5,468,639 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,638,601,829 | 4,585,539 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,566,860,531 | 6,573,838 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $1,471,300,380 | 14,864,310 | SH | None |
| BROADCOM INC | AVGO | COM | $1,346,828,686 | 3,565,721 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $1,264,878,007 | 16,401,450 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,091,678,579 | 945,793 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $1,080,312,863 | 4,957,163 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,071,497,479 | 1,435,507 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,034,069,151 | 3,158,977 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $983,035,362 | 10,178,869 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $962,340,291 | 11,171,893 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $957,340,521 | 20,743,278 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $874,572,947 | 2,475,279 | SH | None |
| ELI LILLY & CO | LLY | COM | $859,885,789 | 716,755 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $844,144,130 | 14,143,575 | SH | None |
| META PLATFORMS INC | META | CL A | $804,920,671 | 1,428,971 | SH | None |
| TESLA INC | TSLA | COM | $796,536,423 | 1,893,990 | SH | None |
| CORNING INC | GLW | COM | $732,792,605 | 2,868,833 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $732,485,274 | 8,850,651 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $722,559,955 | 981,334 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $704,040,828 | 8,738,252 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $690,793,369 | 2,278,949 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $674,275,330 | 1,822,272 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $653,393,524 | 19,308,603 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $622,923,526 | 1,244,906 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $560,949,540 | 816,784 | SH | None |
| GE VERNOVA INC | GEV | COM | $542,120,430 | 461,705 | SH | None |
| APOLLO GLOBAL MGMT INC | APO | COM | $538,753,726 | 4,681,672 | SH | None |
| WALMART INC | WMT | COM | $537,288,185 | 4,743,493 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $492,984,163 | 1,940,998 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $486,146,270 | 637,275 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $469,707,495 | 649,877 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $449,653,047 | 3,269,520 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $416,644,805 | 2,841,060 | SH | None |
| AMGEN INC | AMGN | COM | $396,232,412 | 1,094,241 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $394,153,260 | 678,695 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $392,910,820 | 419,996 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $383,269,700 | 884,666 | SH | None |
| KLA CORP | KLAC | COM NEW | $378,415,430 | 1,254,871 | SH | None |
| PNC FINL SVCS GROUP INC | PNC | COM | $368,801,609 | 1,497,825 | SH | None |
| TJX COS INC NEW | TJX | COM | $368,125,779 | 2,429,911 | SH | None |
| VISA INC | V | COM CL A | $362,237,820 | 1,055,840 | SH | None |
| MERCK & CO INC | MRK | COM | $357,475,335 | 2,781,786 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $346,395,841 | 2,533,698 | SH | None |
| ABBVIE INC | ABBV | COM | $345,091,500 | 1,371,290 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 36 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.