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Disclosed positions
CHRISTINE MESSMER PC: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- VANGUARD BD INDEX FDS
- Ticker
- BIV
- Class
- INTERMED TERM
- Reported value
- $29,857,481
- Reported amount
- 389,276
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002085853-26-000810Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $29,857,481 | 389,276 | SH | None |
| SPDR SERIES TRUST | SPHY | ST PORT HIGH ETF | $18,298,706 | 780,662 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $9,039,687 | 25,295 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $8,372,669 | 17,532 | SH | None |
| AMAZON COM INC | AMZN | COM | $7,998,214 | 33,558 | SH | None |
| APPLE INC | AAPL | COM | $7,962,589 | 27,518 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $7,094,972 | 23,406 | SH | None |
| MICROSOFT CORP | MSFT | COM | $6,604,269 | 17,705 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $5,265,516 | 26,316 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $4,977,538 | 67,805 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $4,368,247 | 55,273 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $4,093,198 | 80,925 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $3,126,968 | 12,869 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $2,894,308 | 33,856 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $2,829,293 | 66,823 | SH | None |
| GSK PLC | GSK | SPONSORED ADR | $2,540,968 | 48,473 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $2,274,652 | 16,637 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $2,257,669 | 6,897 | SH | None |
| MERCK & CO INC | MRK | COM | $2,240,041 | 17,432 | SH | None |
| UNITED PARCEL SVCS INC | UPS | CL B | $2,192,724 | 20,397 | SH | None |
| VANGUARD WORLD FD | VGT | INF TECH ETF | $1,810,567 | 15,149 | SH | None |
| CONSTELLATION ENERGY CORP | CEG | COM | $1,638,856 | 6,598 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,614,462 | 10,216 | SH | None |
| AIR PRODUCTS AND CHEMICALS I | APD | COM | $1,512,604 | 5,159 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $1,492,157 | 2,929 | SH | None |
| VANGUARD WORLD FD | VCR | CONSUM DIS ETF | $1,408,065 | 3,550 | SH | None |
| AMGEN INC | AMGN | COM | $1,378,937 | 3,808 | SH | None |
| ESSENTIAL UTILS INC | WTRG | COM | $1,321,689 | 34,500 | SH | None |
| GENERAL DYNAMICS CORP | GD | COM | $1,320,068 | 3,726 | SH | None |
| PEPSICO INC | PEP | COM | $1,284,692 | 9,488 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $1,276,079 | 3,448 | SH | None |
| HERSHEY CO | HSY | COM | $1,248,358 | 7,115 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,120,825 | 1,053 | SH | None |
| QNITY ELECTRONICS INC | Q | COMMON STOCK | $1,039,850 | 6,367 | SH | None |
| VANGUARD WORLD FD | VIS | INDUSTRIAL ETF | $978,302 | 2,715 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $965,341 | 10,999 | SH | None |
| META PLATFORMS INC | META | CL A | $948,536 | 1,684 | SH | None |
| DUPONT DE NEMOURS INC | DD | COMMON STOCK | $819,266 | 6,040 | SH | None |
| TESLA INC | TSLA | COM | $720,488 | 1,713 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $688,000 | 2,908 | SH | None |
| QUALCOMM INC | QCOM | COM | $675,948 | 3,658 | SH | None |
| BRISTOL-MYERS SQUIBB CO | BMY | COM | $660,395 | 11,461 | SH | None |
| MEDTRONIC PLC | MDT | SHS | $644,389 | 8,237 | SH | None |
| VANGUARD WORLD FD | VHT | HEALTH CAR ETF | $630,734 | 2,109 | SH | None |
| ONEOK INC NEW | OKE | COM | $601,552 | 6,919 | SH | None |
| NOVO-NORDISK A S | NVO | ADR | $584,245 | 12,187 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $566,397 | 1,549 | SH | None |
| UNITED RENTALS INC | URI | COM | $565,255 | 499 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $557,322 | 1,871 | SH | None |
| FIDELITY COMWLTH TR | ONEQ | NASDAQ COMPSIT | $518,472 | 5,023 | SH | None |
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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. 0 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.