Vestmark Advisory Solutions, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $239.76M | 3.2% |
| J P MORGAN EXCHANGE TRADED F | $210.64M | 2.8% |
| VANGUARD INDEX FDS | $194.92M | 2.6% |
| DIMENSIONAL ETF TRUST | $189.61M | 2.6% |
| VANGUARD STAR FDS | $135.73M | 1.8% |
| VANGUARD BD INDEX FDS | $132.37M | 1.8% |
| MICROSOFT CORP | $123.39M | 1.7% |
| Apple Inc. | $123.26M | 1.7% |
| NVIDIA Corp | $115.38M | 1.6% |
| J P MORGAN EXCHANGE TRADED F | $97.69M | 1.3% |
| J P MORGAN EXCHANGE TRADED F | $93.34M | 1.3% |
| DIMENSIONAL ETF TRUST | $83.44M | 1.1% |
| SPDR GOLD TR | $80.38M | 1.1% |
| Amazon.com Inc | $78.97M | 1.1% |
| J P MORGAN EXCHANGE TRADED F | $76.14M | 1.0% |
| Alphabet Inc. | $62.07M | 0.8% |
| Broadcom Inc. | $58.67M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $56.58M | 0.8% |
| ISHARES TR | $52.63M | 0.7% |
| VANGUARD CHARLOTTE FDS | $51.40M | 0.7% |
| ISHARES INC | $50.91M | 0.7% |
| VANGUARD BD INDEX FDS | $48.34M | 0.7% |
| Meta Platforms Inc | $47.56M | 0.6% |
| DIMENSIONAL ETF TRUST | $47.35M | 0.6% |
| DIMENSIONAL ETF TRUST | $47.17M | 0.6% |
| DIMENSIONAL ETF TRUST | $45.50M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $45.02M | 0.6% |
| J P MORGAN EXCHANGE TRADED F | $44.83M | 0.6% |
| DIMENSIONAL ETF TRUST | $42.80M | 0.6% |
| AMERICAN CENTY ETF TR | $39.48M | 0.5% |
| Tesla Inc | $38.50M | 0.5% |
| ISHARES TR | $37.82M | 0.5% |
| ISHARES TR | $37.61M | 0.5% |
| SPDR SERIES TRUST | $37.61M | 0.5% |
| ELI LILLY & Co | $36.28M | 0.5% |
| JPMORGAN CHASE & CO | $35.53M | 0.5% |
| EXXON MOBIL CORP | $35.41M | 0.5% |
| CAPITAL GRP FIXED INCM ETF T | $35.34M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $35.08M | 0.5% |
| SPDR S&P 500 ETF TR | $34.44M | 0.5% |
| VANGUARD TAX-MANAGED FDS | $33.29M | 0.4% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $32.67M | 0.4% |
| CAPITAL GRP FIXED INCM ETF T | $31.49M | 0.4% |
| ISHARES TR | $29.89M | 0.4% |
| ISHARES TR | $29.20M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $28.76M | 0.4% |
| FIRST TR EXCHANGE-TRADED FD | $28.04M | 0.4% |
| Comcast Corp. | $28.00M | 0.4% |
| VANGUARD INDEX FDS | $27.65M | 0.4% |
| ISHARES TR | $27.25M | 0.4% |