Connecticut Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD STAR FDS | $33.98M | 1.5% |
| INVESCO QQQ TR | $35.53M | 1.5% |
| VANGUARD INDEX FDS | $38.64M | 1.7% |
| VANGUARD INDEX FDS | $39.15M | 1.7% |
| VANGUARD SPECIALIZED FUNDS | $41.77M | 1.8% |
| ISHARES TR | $47.48M | 2.1% |
| ISHARES INC | $50.54M | 2.2% |
| VANGUARD INDEX FDS | $60.14M | 2.6% |
| VANGUARD INDEX FDS | $61.58M | 2.7% |
| ISHARES TR | $65.34M | 2.8% |
| VANGUARD TAX-MANAGED FDS | $73.76M | 3.2% |
| ISHARES TR | $121.48M | 5.3% |
| iShares MSCI UAE ETF | $203.34M | 8.8% |
| SPDR SERIES TRUST | $207.22M | 9.0% |
| SPDR SERIES TRUST | $207.60M | 9.0% |
| ISHARES TR | $209.00M | 9.1% |