Paces Ferry Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $20.92M | 8.5% |
| HARBOR ETF TRUST | $16.45M | 6.7% |
| SCHWAB STRATEGIC TR | $15.65M | 6.4% |
| Apple Inc. | $14.73M | 6.0% |
| NVIDIA Corp | $14.02M | 5.7% |
| AFLAC INC | $13.72M | 5.6% |
| J P MORGAN EXCHANGE TRADED F | $12.26M | 5.0% |
| ISHARES TR | $7.75M | 3.1% |
| SCHWAB STRATEGIC TR | $6.33M | 2.6% |
| PIMCO ETF TR | $5.99M | 2.4% |
| INVESCO EXCHANGE TRADED FD T | $5.74M | 2.3% |
| Amazon.com Inc | $5.46M | 2.2% |
| ISHARES TR | $5.11M | 2.1% |
| ISHARES TR | $4.68M | 1.9% |
| VANGUARD INDEX FDS | $4.14M | 1.7% |
| Alphabet Inc. | $3.98M | 1.6% |
| MICROSOFT CORP | $3.89M | 1.6% |
| Alphabet Inc. | $3.67M | 1.5% |
| JPMORGAN CHASE & CO | $3.54M | 1.4% |
| VANGUARD INDEX FDS | $3.23M | 1.3% |
| SCHWAB STRATEGIC TR | $3.19M | 1.3% |
| SPDR S&P 500 ETF TR | $2.97M | 1.2% |
| Meta Platforms Inc | $2.89M | 1.2% |
| ISHARES TR | $2.50M | 1.0% |
| Visa Inc | $2.28M | 0.9% |
| SCHWAB STRATEGIC TR | $2.02M | 0.8% |
| ROPER TECHNOLOGIES INC | $2.00M | 0.8% |
| Intuitive Surgical Inc | $1.96M | 0.8% |
| JOHNSON & JOHNSON | $1.76M | 0.7% |
| ISHARES TR | $1.66M | 0.7% |
| HOME DEPOT, INC. | $1.61M | 0.7% |
| Warren E. Buffett | $1.59M | 0.6% |
| ISHARES TR | $1.58M | 0.6% |
| BLACKROCK ETF TRUST II | $1.56M | 0.6% |
| Broadcom Inc. | $1.54M | 0.6% |
| Tesla Inc | $1.41M | 0.6% |
| ISHARES TR | $1.28M | 0.5% |
| Netflix Inc | $1.19M | 0.5% |
| ORACLE CORP | $1.05M | 0.4% |
| Ulta Beauty, Inc. | $1.04M | 0.4% |
| SPDR INDEX SHS FDS | $925.0K | 0.4% |
| ISHARES INC | $879.9K | 0.4% |
| Salesforce Inc | $869.6K | 0.4% |
| COSTCO WHOLESALE CORP /NEW | $863.6K | 0.4% |
| ISHARES TR | $857.9K | 0.3% |
| VEEVA SYSTEMS INC | $845.4K | 0.3% |
| ISHARES TR | $840.9K | 0.3% |
| ISHARES TR | $833.0K | 0.3% |
| VANGUARD WHITEHALL FDS | $825.5K | 0.3% |
| Sprinklr, Inc. | $820.4K | 0.3% |