Marotta Asset Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Babcock & Wilcox Enterprises, Inc.BW | $68.9K | 0.0% |
| Bausch Health Companies Inc.BHC | $91.9K | 0.0% |
| HALEON PLC | $117.7K | 0.0% |
| NATIONAL BANKSHARES INC | $215.3K | 0.0% |
| VANGUARD EXTENDED MARKET ETF | $226.9K | 0.0% |
| FIDELITY MSCI UTILITIES INDEX ETF | $228.8K | 0.0% |
| Union Pacific Corp | $232.2K | 0.0% |
| AbbVie Inc. | $237.9K | 0.0% |
| Walmart Inc. | $239.7K | 0.0% |
| ISHARES S&P 500 INDEX | $244.1K | 0.0% |
| JOHNSON & JOHNSON | $251.6K | 0.0% |
| Broadcom Inc. | $252.3K | 0.0% |
| GE Vernova Inc. | $258.8K | 0.0% |
| CISCO SYSTEMS, INC. | $263.7K | 0.0% |
| Coeur Mining, Inc. | $267.4K | 0.0% |
| V. F. CORPORATION | $268.5K | 0.0% |
| CHEVRON CORP | $268.5K | 0.0% |
| BANK OF AMERICA CORP /DE | $269.4K | 0.0% |
| CATERPILLAR INC | $281.3K | 0.1% |
| NORFOLK SOUTHERN CORP | $281.4K | 0.1% |
| SMITH & NEPHEW ADR NEW | $313.1K | 0.1% |
| SCHWAB US LARGE CAP VALUE ETF | $324.2K | 0.1% |
| UNITEDHEALTH GROUP INC | $331.8K | 0.1% |
| Walt Disney Co | $344.6K | 0.1% |
| iShares MSCI UAE ETF | $354.4K | 0.1% |
| LOCKHEED MARTIN CORP | $362.8K | 0.1% |
| GENMAB A/S | $365.6K | 0.1% |
| DEERE & CO | $372.5K | 0.1% |
| MCKESSON CORP | $380.7K | 0.1% |
| DIMENSIONAL US CORE EQUITY 2 ETF | $404.2K | 0.1% |
| Duke Energy Corp | $405.5K | 0.1% |
| COCA COLA CO | $415.0K | 0.1% |
| NVR INC | $415.7K | 0.1% |
| Accenture plc | $417.2K | 0.1% |
| EXXON MOBIL CORP | $432.5K | 0.1% |
| JPMORGAN CHASE & CO | $447.9K | 0.1% |
| ISHARES NASDAQ BIOTECHNOLOGY | $457.9K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $467.7K | 0.1% |
| Warren E. Buffett | $500.1K | 0.1% |
| Alphabet Inc. | $551.7K | 0.1% |
| ALCON INC | $603.5K | 0.1% |
| Alphabet Inc. | $622.9K | 0.1% |
| ISHARES MSCI SWITZERLAND | $635.5K | 0.1% |
| NOVO NORDISK A/S ADR | $727.4K | 0.1% |
| SPDR S&P 500 ETF | $758.8K | 0.1% |
| FRANKLIN FTSE AUSTRALIA ETF | $865.9K | 0.2% |
| NOVARTIS A G SPON ADR | $895.3K | 0.2% |
| ASTRAZENECA PLC ADR | $919.4K | 0.2% |
| VANGUARD MID CAP ETF | $965.6K | 0.2% |
| SCHWAB US LARGE CAP GROWTH ETF | $1.15M | 0.2% |