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Exeter Financial, LLC

All holdings · as of Dec 31, 2025

97 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS$1.36M2,1680.6%
DIMENSIONAL ETF TRUST$1.32M33,3890.6%
Amazon.com Inc$1.25M5,4110.5%
Union Pacific Corp$1.24M5,3810.5%
STARBUCKS CORP$1.20M14,2680.5%
ALTRIA GROUP, INC.$1.20M20,8260.5%
DIMENSIONAL ETF TRUST$1.07M32,9040.5%
AT&T INC.$1.03M41,3150.4%
Medtronic plc$983.9K10,2430.4%
3M CO$942.9K5,8900.4%
VANGUARD BD INDEX FDS$921.2K18,4840.4%
SYSCO CORP$911.7K12,3720.4%
COLGATE PALMOLIVE CO$897.2K11,3540.4%
SPDR GOLD TR$825.1K2,0820.4%
SPDR S&P 500 ETF TR$762.4K1,1180.3%
United Parcel Service Inc$657.1K6,6250.3%
JPMORGAN CHASE & CO$608.3K1,8880.3%
Lamb Weston Holdings, Inc.$532.9K12,7200.2%
NIKE, Inc.$518.2K8,1340.2%
DIMENSIONAL ETF TRUST$517.7K8,6940.2%
COSTCO WHOLESALE CORP /NEW$505.9K5870.2%
NVIDIA Corp$498.0K2,6700.2%
DIMENSIONAL ETF TRUST$470.7K9,4320.2%
UNITEDHEALTH GROUP INC$454.7K1,3770.2%
INTEL CORP$450.8K12,2160.2%
J M SMUCKER Co$449.8K4,5990.2%
PFIZER INC$436.9K17,5440.2%
HOME DEPOT, INC.$416.9K1,2110.2%
HONEYWELL INTERNATIONAL INC$406.5K2,0840.2%
AMERICAN CENTY ETF TR$351.6K4,2710.1%
NEXTERA ENERGY INC$307.3K3,8280.1%
Visa Inc$289.9K8270.1%
VANGUARD INDEX FDS$288.5K8600.1%
HORMEL FOODS CORP /DE$285.4K12,0430.1%
Meta Platforms Inc$281.9K4270.1%
SPDR S&P MIDCAP 400 ETF TR$271.5K4500.1%
KIMBERLY CLARK CORP$259.0K2,5680.1%
DIMENSIONAL ETF TRUST$258.3K3,5080.1%
NOVO-NORDISK A S$249.1K4,8950.1%
VANGUARD STAR FDS$237.0K3,1410.1%
ISHARES TR$220.1K2,1930.1%
BRISTOL MYERS SQUIBB CO$218.2K4,0460.1%
AMERICAN CENTY ETF TR$215.8K2,8020.1%
VANGUARD TAX-MANAGED FDS$215.0K3,4410.1%
CLOROX CO /DE$213.4K2,1170.1%
CATERPILLAR INC$211.1K3690.1%
Trinity Capital Inc.TRINCommon Stock$159.3K10,8720.1%
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