&Partners
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $706.00M | 3.5% |
| ISHARES TR | $556.88M | 2.8% |
| ISHARES TR | $526.00M | 2.6% |
| MICROSOFT CORP | $522.97M | 2.6% |
| NVIDIA Corp | $460.23M | 2.3% |
| ISHARES TR | $389.10M | 1.9% |
| DIMENSIONAL ETF TRUST | $355.04M | 1.8% |
| ISHARES TR | $299.42M | 1.5% |
| Broadcom Inc. | $273.52M | 1.4% |
| JPMORGAN CHASE & CO | $265.32M | 1.3% |
| Amazon.com Inc | $261.80M | 1.3% |
| Alphabet Inc. | $260.75M | 1.3% |
| STATE STR SPDR S&P 500 ETF T | $200.47M | 1.0% |
| VANGUARD CHARLOTTE FDS | $190.62M | 0.9% |
| JOHNSON & JOHNSON | $185.98M | 0.9% |
| VANGUARD INDEX FDS | $181.33M | 0.9% |
| Walmart Inc. | $169.30M | 0.8% |
| Meta Platforms Inc | $160.73M | 0.8% |
| ELI LILLY & Co | $157.93M | 0.8% |
| VANGUARD INDEX FDS | $140.50M | 0.7% |
| ISHARES INC | $138.53M | 0.7% |
| iShares MSCI UAE ETF | $127.89M | 0.6% |
| VANGUARD SPECIALIZED FUNDS | $122.74M | 0.6% |
| EXXON MOBIL CORP | $121.29M | 0.6% |
| Visa Inc | $121.13M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $116.61M | 0.6% |
| CAPITAL GROUP DIVIDEND VALUE | $112.78M | 0.6% |
| CAPITAL GRP FIXED INCM ETF T | $109.97M | 0.5% |
| Alphabet Inc. | $109.74M | 0.5% |
| Warren E. Buffett | $108.96M | 0.5% |
| CHEVRON CORP | $108.13M | 0.5% |
| VANGUARD BD INDEX FDS | $101.84M | 0.5% |
| ISHARES TR | $101.32M | 0.5% |
| PROCTER & GAMBLE Co | $99.13M | 0.5% |
| AMGEN INC | $98.55M | 0.5% |
| VANGUARD INDEX FDS | $98.31M | 0.5% |
| MCDONALD'S CORP | $96.48M | 0.5% |
| THE GOLDMAN SACHS GROUP, INC. | $92.79M | 0.5% |
| Tesla Inc | $91.31M | 0.5% |
| CAPITAL GROUP GROWTH ETF | $90.11M | 0.4% |
| HOME DEPOT, INC. | $86.56M | 0.4% |
| AbbVie Inc. | $86.27M | 0.4% |
| CISCO SYSTEMS, INC. | $85.46M | 0.4% |
| VANGUARD TAX-MANAGED FDS | $84.92M | 0.4% |
| VANGUARD INDEX FDS | $83.04M | 0.4% |
| BlackRock, Inc. | $80.69M | 0.4% |
| VERIZON COMMUNICATIONS INC | $78.96M | 0.4% |
| NEXTERA ENERGY INC | $78.68M | 0.4% |
| VANGUARD INDEX FDS | $77.58M | 0.4% |
| CATERPILLAR INC | $76.73M | 0.4% |