Selective Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AMERICAN CENTY ETF TR | $586.5K | 0.2% |
| Broadcom Inc. | $598.7K | 0.2% |
| iShares MSCI UAE ETF | $626.5K | 0.2% |
| American Healthcare REIT, Inc. | $629.9K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $637.0K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $639.3K | 0.2% |
| ISHARES TR | $661.2K | 0.2% |
| Essential Properties Realty Trust, Inc. | $663.0K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $676.8K | 0.2% |
| PayPal Holdings, Inc. | $684.1K | 0.2% |
| Alphabet Inc. | $684.5K | 0.2% |
| VANGUARD INDEX FDS | $695.1K | 0.2% |
| Accenture plc | $719.4K | 0.2% |
| ISHARES TR | $721.6K | 0.2% |
| SPDR SERIES TRUST | $756.6K | 0.2% |
| Walmart Inc. | $773.6K | 0.2% |
| AMERICAN CENTY ETF TR | $781.9K | 0.2% |
| ISHARES TR | $925.8K | 0.3% |
| EXXON MOBIL CORP | $956.7K | 0.3% |
| Warren E. Buffett | $958.6K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $976.4K | 0.3% |
| SPDR DOW JONES INDL AVERAGE | $1.08M | 0.3% |
| VANGUARD WORLD FD | $1.09M | 0.3% |
| ISHARES TR | $1.10M | 0.3% |
| VANGUARD INDEX FDS | $1.25M | 0.4% |
| Amazon.com Inc | $1.36M | 0.4% |
| Alphabet Inc. | $1.45M | 0.5% |
| VANGUARD INDEX FDS | $1.56M | 0.5% |
| SELECT SECTOR SPDR TR | $1.63M | 0.5% |
| VANGUARD WORLD FD | $1.65M | 0.5% |
| ISHARES TR | $1.68M | 0.5% |
| VANGUARD BD INDEX FDS | $1.77M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.77M | 0.6% |
| SCHWAB STRATEGIC TR | $1.97M | 0.6% |
| Alibaba Group Holding LtdBABA | $1.99M | 0.6% |
| SPDR S&P 500 ETF TR | $2.17M | 0.7% |
| MICROSOFT CORP | $2.21M | 0.7% |
| NVIDIA Corp | $2.41M | 0.8% |
| Docusign Inc | $2.44M | 0.8% |
| INTEL CORP | $2.62M | 0.8% |
| Visa Inc | $2.67M | 0.8% |
| INVESCO QQQ TR | $2.80M | 0.9% |
| ServiceNow Inc | $2.88M | 0.9% |
| Okta, Inc. | $3.07M | 1.0% |
| VANGUARD STAR FDS | $3.68M | 1.1% |
| VEEVA SYSTEMS INC | $4.16M | 1.3% |
| Salesforce Inc | $4.95M | 1.5% |
| TWILIO INC | $6.50M | 2.0% |
| ISHARES TR | $6.75M | 2.1% |
| J P MORGAN EXCHANGE TRADED F | $6.79M | 2.1% |