CGN Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| JPMORGAN CHASE & CO | $4.01M | 0.3% |
| SPDR SERIES TRUST | $4.07M | 0.3% |
| TJX Cos Inc/The | $4.10M | 0.3% |
| CHEVRON CORP | $4.11M | 0.3% |
| DIMENSIONAL ETF TRUST | $4.27M | 0.3% |
| JOHNSON & JOHNSON | $4.31M | 0.3% |
| Mastercard Inc | $4.38M | 0.3% |
| VANGUARD SCOTTSDALE FDS | $4.59M | 0.4% |
| VANGUARD INDEX FDS | $4.61M | 0.4% |
| ISHARES TR | $4.66M | 0.4% |
| SPDR SERIES TRUST | $4.95M | 0.4% |
| SPDR SERIES TRUST | $5.03M | 0.4% |
| SCHWAB STRATEGIC TR | $5.10M | 0.4% |
| SPDR SERIES TRUST | $5.22M | 0.4% |
| Walmart Inc. | $5.53M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $5.60M | 0.4% |
| VANGUARD SCOTTSDALE FDS | $5.69M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $5.89M | 0.5% |
| ISHARES TR | $5.92M | 0.5% |
| DIMENSIONAL ETF TRUST | $5.93M | 0.5% |
| CAPITAL GROUP DIVIDEND VALUE | $5.99M | 0.5% |
| VANGUARD CHARLOTTE FDS | $6.29M | 0.5% |
| VANGUARD STAR FDS | $6.45M | 0.5% |
| DIMENSIONAL ETF TRUST | $6.70M | 0.5% |
| Meta Platforms Inc | $7.05M | 0.6% |
| VANGUARD MUN BD FDS | $7.46M | 0.6% |
| SCHWAB STRATEGIC TR | $7.58M | 0.6% |
| Broadcom Inc. | $7.67M | 0.6% |
| DIMENSIONAL ETF TRUST | $8.40M | 0.7% |
| Amazon.com Inc | $8.73M | 0.7% |
| ISHARES TR | $8.90M | 0.7% |
| NUSHARES ETF TR | $9.11M | 0.7% |
| VANGUARD INDEX FDS | $9.32M | 0.7% |
| DIMENSIONAL ETF TRUST | $9.51M | 0.8% |
| SPDR SERIES TRUST | $9.84M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $10.48M | 0.8% |
| Alphabet Inc. | $10.54M | 0.8% |
| SPDR S&P 500 ETF TR | $10.86M | 0.9% |
| VANGUARD BD INDEX FDS | $10.94M | 0.9% |
| NVIDIA Corp | $11.58M | 0.9% |
| AMERICAN CENTY ETF TR | $11.85M | 0.9% |
| VANGUARD TAX-MANAGED FDS | $12.89M | 1.0% |
| WISDOMTREE TR | $12.96M | 1.0% |
| VANGUARD MUN BD FDS | $13.05M | 1.0% |
| iShares MSCI UAE ETF | $13.40M | 1.1% |
| Apple Inc. | $13.70M | 1.1% |
| MICROSOFT CORP | $14.85M | 1.2% |
| J P MORGAN EXCHANGE TRADED F | $15.20M | 1.2% |
| VANGUARD INDEX FDS | $15.26M | 1.2% |
| J P MORGAN EXCHANGE TRADED F | $17.81M | 1.4% |