High Note Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AbbVie Inc. | $1.90M | 0.4% |
| ORACLE CORP | $1.80M | 0.4% |
| VANGUARD S&P 500 GROWTH ETF | $1.68M | 0.3% |
| UNITEDHEALTH GROUP INC | $1.59M | 0.3% |
| EXXON MOBIL CORP | $1.46M | 0.3% |
| ISHARES IBONDS OCT 2027 TERM TIPS ETF | $1.33M | 0.3% |
| SCHWAB US TIPS ETF | $1.32M | 0.3% |
| VANGUARD MID-CAP ETF | $1.24M | 0.2% |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $1.19M | 0.2% |
| Cigna Group | $1.16M | 0.2% |
| BOSTON SCIENTIFIC CORP | $1.16M | 0.2% |
| Alphabet Inc. | $1.11M | 0.2% |
| ISHARES CORE S&P MID-CAP ETF | $1.06M | 0.2% |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $1.06M | 0.2% |
| Booking Holdings Inc | $969.3K | 0.2% |
| STATE STR SPDR S&P 500 ETF TR TR UNIT | $944.5K | 0.2% |
| ECOLAB INC. | $905.7K | 0.2% |
| TRAVELERS COMPANIES, INC. | $841.8K | 0.2% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $783.2K | 0.2% |
| NUVEEN ESG MID-CAP GROWTH ETF | $778.1K | 0.2% |
| STATE STREET SPDR PORTFOLIO S&P 500 ETF | $738.3K | 0.1% |
| JOHNSON & JOHNSON | $680.9K | 0.1% |
| Tesla Inc | $621.5K | 0.1% |
| Union Pacific Corp | $597.0K | 0.1% |
| STARBUCKS CORP | $572.8K | 0.1% |
| INVESCO S&P 500 GARP ETF | $524.0K | 0.1% |
| PENTAIR plc | $508.7K | 0.1% |
| ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $468.4K | 0.1% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $460.6K | 0.1% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $420.8K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $420.0K | 0.1% |
| SAP SE SPON ADR | $409.8K | 0.1% |
| VANGUARD S&P 500 ETF | $407.6K | 0.1% |
| Salesforce Inc | $406.6K | 0.1% |
| ISHARES S&P 100 ETF | $399.9K | 0.1% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $373.2K | 0.1% |
| Clearfield, Inc. | $360.7K | 0.1% |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $343.6K | 0.1% |
| NIKE, Inc. | $340.5K | 0.1% |
| WILLIAMS SONOMA INC | $334.1K | 0.1% |
| Medtronic plc | $317.9K | 0.1% |
| UMB Financial Corp | $301.8K | 0.1% |
| MCDONALD'S CORP | $300.6K | 0.1% |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $299.3K | 0.1% |
| HOME DEPOT, INC. | $291.8K | 0.1% |
| Glaukos Corp | $288.7K | 0.1% |
| Walt Disney Co | $273.8K | 0.1% |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $269.7K | 0.1% |
| Integer Holdings Corp | $251.7K | 0.0% |
| ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $239.1K | 0.0% |