Joel Isaacson & Co., LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WORLD FD | $7.38M | 0.2% |
| People Inc | $6.85M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $6.83M | 0.2% |
| VANGUARD INDEX FDS | $6.52M | 0.2% |
| 1stdibs.com, Inc. | $6.40M | 0.2% |
| iShares MSCI UAE ETF | $6.01M | 0.2% |
| ISHARES TR | $5.87M | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $5.82M | 0.2% |
| HOME DEPOT, INC. | $5.72M | 0.2% |
| VANGUARD INDEX FDS | $5.62M | 0.2% |
| WELLS FARGO & COMPANY/MN | $5.52M | 0.2% |
| AMERICAN EXPRESS CO | $5.14M | 0.2% |
| Broadcom Inc. | $5.05M | 0.2% |
| ISHARES TR | $5.04M | 0.2% |
| DIMENSIONAL ETF TRUST | $4.64M | 0.2% |
| Bank of New York Mellon Corp/The | $4.52M | 0.1% |
| Blackstone Inc | $4.47M | 0.1% |
| Walmart Inc. | $4.34M | 0.1% |
| Palantir Technologies Inc | $4.26M | 0.1% |
| Merck & Co., Inc. | $4.19M | 0.1% |
| Estee Lauder Cos Inc/The | $4.14M | 0.1% |
| Walt Disney Co | $4.08M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $4.08M | 0.1% |
| MCDONALD'S CORP | $4.07M | 0.1% |
| iShares MSCI UAE ETF | $4.03M | 0.1% |
| ISHARES TR | $3.93M | 0.1% |
| ORACLE CORP | $3.91M | 0.1% |
| Visa Inc | $3.74M | 0.1% |
| EBAY INC | $3.69M | 0.1% |
| ISHARES TR | $3.62M | 0.1% |
| BANK OF AMERICA CORP /DE | $3.61M | 0.1% |
| SPDR S&P MIDCAP 400 ETF TR | $3.50M | 0.1% |
| ISHARES TR | $3.49M | 0.1% |
| HARBOR ETF TRUST | $3.46M | 0.1% |
| NEXTERA ENERGY INC | $3.41M | 0.1% |
| VANGUARD TAX-MANAGED FDS | $3.40M | 0.1% |
| ARES CAPITAL CORPARCC | $3.35M | 0.1% |
| VANGUARD MUN BD FDS | $3.34M | 0.1% |
| ISHARES TR | $3.32M | 0.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $3.29M | 0.1% |
| Happen, Inc. | $3.13M | 0.1% |
| Comcast Corp. | $3.12M | 0.1% |
| ISHARES TR | $3.03M | 0.1% |
| BERKSHIRE HATHAWAY INC DEL | $3.02M | 0.1% |
| SELECT SECTOR SPDR TR | $3.01M | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $3.00M | 0.1% |
| RTX Corp | $2.99M | 0.1% |
| ROSS STORES, INC. | $2.89M | 0.1% |
| FIDELITY WISE ORIGIN BITCOIN | $2.87M | 0.1% |
| ISHARES TR | $2.87M | 0.1% |