Waterfront Wealth Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Warren E. Buffett | $14.75M | 2.8% |
| BlackRock Enhanced International Dividend Trust | $13.52M | 2.6% |
| Apple Inc. | $12.67M | 2.4% |
| DIMENSIONAL ETF TRUST | $12.11M | 2.3% |
| ROYCE SMALL-CAP TRUST, INC.RVT | $11.29M | 2.1% |
| AMERICAN CENTY ETF TR | $10.39M | 2.0% |
| Alphabet Inc. | $9.85M | 1.9% |
| DIMENSIONAL ETF TRUST | $9.27M | 1.8% |
| Jefferies Financial Group Inc. | $9.23M | 1.8% |
| ADAMS DIVERSIFIED EQUITY FUND, INC.ADX | $8.97M | 1.7% |
| PROSHARES TR | $8.74M | 1.7% |
| VANGUARD INDEX FDS | $8.20M | 1.6% |
| COMMERCE BANCSHARES INC /MO | $7.43M | 1.4% |
| BlackRock Enhanced Equity Dividend TrustBDJ | $7.39M | 1.4% |
| T ROWE PRICE ETF INC | $7.28M | 1.4% |
| MICROSOFT CORP | $7.12M | 1.4% |
| DIMENSIONAL ETF TRUST | $5.45M | 1.0% |
| KKR & Co. Inc. | $5.45M | 1.0% |
| AMERICAN CENTY ETF TR | $5.31M | 1.0% |
| BROOKFIELD CORP | $5.23M | 1.0% |
| JANUS DETROIT STR TR | $4.98M | 0.9% |
| AMERICAN CENTY ETF TR | $4.90M | 0.9% |
| Amazon.com Inc | $4.80M | 0.9% |
| SPDR S&P 500 ETF TR | $4.77M | 0.9% |
| WISDOMTREE TR | $4.73M | 0.9% |
| DIMENSIONAL ETF TRUST | $4.71M | 0.9% |
| SCHWAB STRATEGIC TR | $4.54M | 0.9% |
| DIMENSIONAL ETF TRUST | $4.50M | 0.9% |
| United Parcel Service Inc | $4.45M | 0.8% |
| ISHARES TR | $4.24M | 0.8% |
| DIMENSIONAL ETF TRUST | $4.05M | 0.8% |
| DIMENSIONAL ETF TRUST | $4.02M | 0.8% |
| AMERICAN CENTY ETF TR | $4.00M | 0.8% |
| Suzano S.A.SUZ | $3.92M | 0.7% |
| ISHARES TR | $3.90M | 0.7% |
| abrdn Total Dynamic Dividend Fund | $3.89M | 0.7% |
| FIRST TR EXCHANGE-TRADED FD | $3.85M | 0.7% |
| PAGSEGURO DIGITAL LTD | $3.73M | 0.7% |
| Macy's, Inc. | $3.71M | 0.7% |
| Baidu, Inc.BIDU | $3.70M | 0.7% |
| DIMENSIONAL ETF TRUST | $3.59M | 0.7% |
| Viatris Inc | $3.48M | 0.7% |
| Hewlett Packard Enterprise Co | $3.41M | 0.6% |
| DXC Technology Company | $3.29M | 0.6% |
| Cigna Group | $3.27M | 0.6% |
| AMERICAN CENTY ETF TR | $3.26M | 0.6% |
| DIMENSIONAL ETF TRUST | $3.25M | 0.6% |
| ADVANCED MICRO DEVICES INC | $3.24M | 0.6% |
| SCHWAB STRATEGIC TR | $3.03M | 0.6% |
| DIMENSIONAL ETF TRUST | $2.98M | 0.6% |