Disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $3,033,541,446 | 4,050,717 | SH | None |
| APPLE INC | AAPL | COM | $2,935,289,959 | 10,200,127 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,128,040,283 | 29,867,238 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,913,061,674 | 5,128,574 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,795,910,886 | 9,069,030 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $1,783,942,284 | 5,048,951 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,710,779,454 | 2,490,905 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,437,048,765 | 6,029,405 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,382,420,626 | 3,868,315 | SH | None |
| BROADCOM INC | AVGO | COM | $1,256,213,431 | 3,325,514 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $1,023,711,775 | 1,369,947 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,015,783,661 | 3,103,189 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $831,514,885 | 1,661,735 | SH | None |
| ELI LILLY & CO | LLY | COM | $710,781,301 | 592,599 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $706,007,568 | 754,706 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $693,723,637 | 1,874,723 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $578,306,438 | 6,713,568 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $577,641,050 | 2,274,445 | SH | None |
| VISA INC | V | COM CL A | $558,944,718 | 1,629,145 | SH | None |
| CATERPILLAR INC | CAT | COM | $538,688,556 | 505,859 | SH | None |
| ABBVIE INC | ABBV | COM | $519,336,791 | 2,063,716 | SH | None |
| META PLATFORMS INC | META | CL A | $490,391,010 | 870,581 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $478,351,800 | 8,013,926 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $435,147,395 | 218,728 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $432,400,317 | 5,890,208 | SH | None |
| LAM RESEARCH CORP | LRCX | COM NEW | $422,849,173 | 975,811 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $401,553,015 | 545,270 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $394,360,864 | 5,114,258 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $381,315,618 | 2,300,306 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $373,426,885 | 1,095,028 | SH | None |
| TEXAS INSTRS INC | TXN | COM | $370,112,634 | 1,241,694 | SH | None |
| DEERE & CO | DE | COM | $367,806,085 | 579,782 | SH | None |
| HOME DEPOT INC | HD | COM | $366,201,861 | 1,038,282 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $359,186,331 | 2,627,167 | SH | None |
| TJX COS INC NEW | TJX | COM | $354,852,339 | 2,342,257 | SH | None |
| THERMO FISHER SCIENTIFIC INC | TMO | COM | $354,689,577 | 707,412 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $348,140,118 | 1,471,305 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $341,143,877 | 2,300,207 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $336,340,822 | 654,718 | SH | None |
| TESLA INC | TSLA | COM | $332,014,302 | 789,383 | SH | None |
| LINDE PLC | LIN | SHS | $326,674,735 | 629,501 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $326,166,677 | 3,377,165 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $324,061,745 | 2,209,755 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $319,517,869 | 1,528,373 | SH | None |
| STRYKER CORPORATION | SYK | COM | $314,688,561 | 999,514 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $310,522,973 | 534,553 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $308,280,690 | 3,956,884 | SH | None |
| MERCK & CO INC | MRK | COM | $307,318,006 | 2,391,313 | SH | None |
| PEPSICO INC | PEP | COM | $291,617,214 | 2,153,585 | SH | None |
| STARBUCKS CORP | SBUX | COM | $284,418,128 | 2,783,025 | 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. 18 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.