Olde Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES CORE DIVIDEND GROWTH ETF | $786 | 0.2% |
| VANGUARD DIVIDEND APPRECIATION ETF | $770 | 0.2% |
| Nushares ETF Trust | $766 | 0.2% |
| VANGUARD MID-CAP ETF | $763 | 0.2% |
| CURTISS WRIGHT CORP | $725 | 0.2% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $711 | 0.2% |
| ISHARES CORE S&P MID-CAP ETF | $711 | 0.2% |
| VANGUARD VALUE ETF | $686 | 0.2% |
| iShares MSCI UAE ETF | $680 | 0.2% |
| First Solar Inc | $674 | 0.2% |
| ISHARES RUSSELL 1000 GROWTH ETF | $664 | 0.2% |
| United Rentals Inc | $647 | 0.2% |
| UNITEDHEALTH GROUP INC | $644 | 0.2% |
| ISHARES CORE HIGH DIVIDEND ETF | $525 | 0.2% |
| Alphabet Inc. | $523 | 0.2% |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | $511 | 0.2% |
| VANGUARD SHORT-TERM BOND ETF | $486 | 0.1% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $467 | 0.1% |
| APPLIED MATERIALS INC /DE | $462 | 0.1% |
| PROCTER & GAMBLE Co | $460 | 0.1% |
| EXXON MOBIL CORP | $457 | 0.1% |
| CSX CORP | $445 | 0.1% |
| S&P Global Inc. | $445 | 0.1% |
| DOMINION ENERGY, INC | $434 | 0.1% |
| GENERAL ELECTRIC CO | $428 | 0.1% |
| ISHARES MSCI EAFE ETF | $412 | 0.1% |
| VANGUARD SMALL-CAP ETF | $401 | 0.1% |
| Tesla Inc | $392 | 0.1% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $390 | 0.1% |
| VANGUARD TAX-EXEMPT BOND ETF | $365 | 0.1% |
| NUVEEN NEW YORK QUALITY MUNICIPAL INCOME FUNDNAN | $357 | 0.1% |
| AMGEN INC | $354 | 0.1% |
| Teledyne Technologies Inc | $347 | 0.1% |
| CISCO SYSTEMS, INC. | $344 | 0.1% |
| JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $340 | 0.1% |
| VERIZON COMMUNICATIONS INC | $336 | 0.1% |
| MID AMERICA APARTMENT COMMUNITIES INC. | $331 | 0.1% |
| AMERICAN EXPRESS CO | $322 | 0.1% |
| ISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $314 | 0.1% |
| VANGUARD REAL ESTATE ETF | $314 | 0.1% |
| ISHARES CORE MSCI EAFE ETF | $310 | 0.1% |
| NUVEEN ESG MID-CAP GROWTH ETF | $308 | 0.1% |
| JOHNSON & JOHNSON | $297 | 0.1% |
| Salesforce Inc | $293 | 0.1% |
| JPMORGAN CHASE & CO | $282 | 0.1% |
| VANGUARD TOTAL STOCK MARKET ETF | $278 | 0.1% |
| VANGUARD FTSE EMERGING MARKETS ETF | $275 | 0.1% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $264 | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $257 | 0.1% |
| VANGUARD ULTRA-SHORT BOND ETF | $252 | 0.1% |