Selective Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Essential Properties Realty Trust, Inc. | $663.0K | 0.2% |
| ISHARES TR | $661.2K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $639.3K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $637.0K | 0.2% |
| American Healthcare REIT, Inc. | $629.9K | 0.2% |
| iShares MSCI UAE ETF | $626.5K | 0.2% |
| Broadcom Inc. | $598.7K | 0.2% |
| AMERICAN CENTY ETF TR | $586.5K | 0.2% |
| VANGUARD INDEX FDS | $572.5K | 0.2% |
| APPLIED MATERIALS INC /DE | $554.2K | 0.2% |
| JPMORGAN CHASE & CO | $551.4K | 0.2% |
| SPDR SERIES TRUST | $520.7K | 0.2% |
| WORLD GOLD TR | $510.5K | 0.2% |
| SELECT SECTOR SPDR TR | $500.0K | 0.2% |
| BANK OF AMERICA CORP /DE | $475.6K | 0.1% |
| DIMENSIONAL ETF TRUST | $448.0K | 0.1% |
| SCHWAB STRATEGIC TR | $428.5K | 0.1% |
| Netflix Inc | $428.3K | 0.1% |
| SCHWAB STRATEGIC TR | $422.7K | 0.1% |
| ISHARES TR | $418.5K | 0.1% |
| ISHARES TR | $412.5K | 0.1% |
| FIDELITY COVINGTON TRUST | $407.6K | 0.1% |
| DIMENSIONAL ETF TRUST | $405.8K | 0.1% |
| VANGUARD WHITEHALL FDS | $398.5K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $387.5K | 0.1% |
| ONEOK Inc | $383.3K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $379.7K | 0.1% |
| TRUIST FINANCIAL CORP | $365.0K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $349.0K | 0.1% |
| Intercontinental Exchange, Inc. | $346.6K | 0.1% |
| SCHWAB STRATEGIC TR | $344.4K | 0.1% |
| SCHWAB STRATEGIC TR | $342.2K | 0.1% |
| VANGUARD INDEX FDS | $341.1K | 0.1% |
| iShares MSCI UAE ETF | $325.4K | 0.1% |
| JOHNSON & JOHNSON | $320.0K | 0.1% |
| ISHARES TR | $307.6K | 0.1% |
| PROGRESSIVE CORP/OH | $297.5K | 0.1% |
| FIDELITY COMWLTH TR | $294.0K | 0.1% |
| Blackstone Inc | $290.6K | 0.1% |
| ISHARES TR | $290.1K | 0.1% |
| LAM RESEARCH CORP | $285.6K | 0.1% |
| DIMENSIONAL ETF TRUST | $277.2K | 0.1% |
| DEERE & CO | $246.6K | 0.1% |
| HOME DEPOT, INC. | $235.4K | 0.1% |
| DIMENSIONAL ETF TRUST | $234.7K | 0.1% |
| WASTE MANAGEMENT INC | $229.8K | 0.1% |
| Pinnacle Financial Partners, Inc. | $229.2K | 0.1% |
| FIDELITY COVINGTON TRUST | $222.3K | 0.1% |
| Tesla Inc | $219.9K | 0.1% |
| ISHARES TR | $219.2K | 0.1% |