Olde Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| ISHARES ESG AWARE MSCI EAFE ETF | $39.0K | 12.0% |
| STATE STREET SPDR S&P 500 ESG ETF | $32.3K | 9.9% |
| NVIDIA Corp | $26.1K | 8.0% |
| VANGUARD ESG U.S. STOCK ETF | $22.5K | 6.9% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | $21.0K | 6.5% |
| Apple Inc. | $18.7K | 5.7% |
| MICROSOFT CORP | $15.1K | 4.7% |
| VANGUARD CORE BOND ETF | $13.4K | 4.1% |
| ISHARES MSCI USA QUALITY GARP ETF | $10.1K | 3.1% |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $9.1K | 2.8% |
| FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUND | $7.1K | 2.2% |
| ISHARES CORE S&P 500 ETF | $6.2K | 1.9% |
| INVESCO QQQ TRUST SERIES I | $5.6K | 1.7% |
| FLEXSHARES STOXX US ESG SELECT INDEX FUND | $5.3K | 1.6% |
| ISHARES ESG OPTIMIZED MSCI USA ETF | $4.8K | 1.5% |
| iShares MSCI UAE ETF | $4.1K | 1.3% |
| iShares MSCI UAE ETF | $3.4K | 1.1% |
| STATE STREET SPDR S&P 500 ETF | $3.4K | 1.0% |
| VANGUARD S&P 500 ETF | $3.3K | 1.0% |
| NORFOLK SOUTHERN CORP | $2.8K | 0.9% |
| SPDR GOLD SHARES | $2.7K | 0.8% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | $2.6K | 0.8% |
| COSTCO WHOLESALE CORP /NEW | $2.6K | 0.8% |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2.5K | 0.8% |
| VANGUARD GROWTH ETF | $2.2K | 0.7% |
| NUVEEN ESG U.S. AGGREGATE BOND ETF | $2.1K | 0.6% |
| Warren E. Buffett | $1.9K | 0.6% |
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.8K | 0.6% |
| Netflix Inc | $1.8K | 0.6% |
| iShares MSCI UAE ETF | $1.6K | 0.5% |
| ISHARES CORE S&P SMALL CAP ETF | $1.6K | 0.5% |
| Visa Inc | $1.5K | 0.5% |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $1.5K | 0.5% |
| REPUBLIC SERVICES, INC. | $1.4K | 0.4% |
| LOWES COMPANIES INC | $1.3K | 0.4% |
| Union Pacific Corp | $1.3K | 0.4% |
| ISHARES U.S. TECHNOLOGY ETF | $1.3K | 0.4% |
| FAIR ISAAC CORP | $1.3K | 0.4% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF | $1.2K | 0.4% |
| HOME DEPOT, INC. | $1.2K | 0.4% |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $1.2K | 0.4% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $1.2K | 0.4% |
| STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $1.1K | 0.3% |
| ISHARES NATIONAL MUNI BOND ETF | $1.1K | 0.3% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $951 | 0.3% |
| Amazon.com Inc | $920 | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $906 | 0.3% |
| Alphabet Inc. | $895 | 0.3% |
| FLEXSHARES CORE SELECT BOND FUND CORE SELECT BOND FUND | $834 | 0.3% |
| WASTE MANAGEMENT INC | $824 | 0.3% |