Disclosed positions
| NVIDIA CORPORATION | NVDA | COM | $55,705,265 | 278,401 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $43,032,644 | 57,462 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $41,782,931 | 55,809 | SH | None |
| MICROSOFT CORP | MSFT | COM | $31,746,283 | 85,106 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $31,101,811 | 371,365 | SH | None |
| ELI LILLY & CO | LLY | COM | $29,096,440 | 24,259 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $27,874,440 | 78,891 | SH | None |
| APPLE INC | AAPL | COM | $27,006,497 | 93,332 | SH | None |
| AMAZON COM INC | AMZN | COM | $17,660,816 | 74,099 | SH | None |
| RTX CORPORATION | RTX | COM | $16,065,154 | 84,674 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $15,616,541 | 47,709 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $14,491,877 | 39,163 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $13,249,637 | 18,326 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $12,301,228 | 149,814 | SH | None |
| BONDBLOXX ETF TRUST | XHLF | BLOOMBERG SIX MN | $10,538,202 | 209,507 | SH | None |
| DEERE & CO | DE | COM | $10,231,787 | 16,089 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $9,542,328 | 26,702 | SH | None |
| ABBVIE INC | ABBV | COM | $9,072,844 | 36,055 | SH | None |
| COCA COLA CO | KO | COM | $9,017,602 | 110,237 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $8,779,571 | 59,872 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $8,412,954 | 49,523 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $8,296,991 | 36,768 | SH | None |
| PALO ALTO NETWORKS INC | PANW | COM | $8,238,692 | 24,159 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $8,033,694 | 75,455 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $7,882,014 | 19,820 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $7,764,573 | 30,573 | SH | None |
| CISCO SYS INC | CSCO | COM | $7,397,355 | 62,978 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $7,331,325 | 80,795 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $7,168,103 | 61,439 | SH | None |
| GE VERNOVA INC | GEV | COM | $6,986,990 | 5,945 | SH | None |
| COSTCO WHOLESALE CORPORATION | COST | COM | $6,861,640 | 7,335 | SH | None |
| FLEXSHARES TR | GUNR | MORNSTAR UPSTR | $6,769,574 | 137,370 | SH | None |
| HOME DEPOT INC | HD | COM | $6,485,769 | 18,390 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $5,809,174 | 42,490 | SH | None |
| EMERSON ELEC CO | EMR | COM | $5,483,704 | 38,307 | SH | None |
| BROADCOM INC | AVGO | COM | $5,367,677 | 14,210 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $5,296,351 | 54,839 | SH | None |
| BLACKROCK INC | BLK | COM | $5,247,229 | 5,457 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $5,216,276 | 31,469 | SH | None |
| MCDONALDS CORP | MCD | COM | $5,143,450 | 19,028 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $5,113,111 | 56,318 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $4,999,427 | 45,318 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $4,908,395 | 62,108 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $4,741,934 | 54,027 | SH | None |
| AIR PRODUCTS AND CHEMICALS I | APD | COM | $4,581,335 | 15,626 | SH | None |
| PEPSICO INC | PEP | COM | $4,522,631 | 33,402 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $4,244,217 | 3,677 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $4,242,628 | 72,897 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $4,227,479 | 44,702 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $3,876,169 | 77,866 | 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. 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.