Thrive Wealth Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $160.57M | 23.6% |
| VANGUARD INDEX FDS | $158.90M | 23.4% |
| SPDR S&P 500 ETF TR | $22.41M | 3.3% |
| Apple Inc. | $15.33M | 2.3% |
| VANGUARD INDEX FDS | $14.79M | 2.2% |
| ISHARES TR | $12.96M | 1.9% |
| SPDR S&P MIDCAP 400 ETF TR | $10.97M | 1.6% |
| VANGUARD INDEX FDS | $10.07M | 1.5% |
| VANGUARD SCOTTSDALE FDS | $9.88M | 1.5% |
| MICROSOFT CORP | $9.85M | 1.4% |
| VANGUARD INDEX FDS | $8.85M | 1.3% |
| SCHWAB STRATEGIC TR | $8.77M | 1.3% |
| SCHWAB STRATEGIC TR | $8.63M | 1.3% |
| Alphabet Inc. | $8.32M | 1.2% |
| NVIDIA Corp | $7.87M | 1.2% |
| SEI INVESTMENTS CO | $6.66M | 1.0% |
| VANGUARD INDEX FDS | $6.25M | 0.9% |
| VANGUARD INTL EQUITY INDEX F | $5.59M | 0.8% |
| SCHWAB STRATEGIC TR | $5.57M | 0.8% |
| Amazon.com Inc | $5.37M | 0.8% |
| JOHNSON & JOHNSON | $4.94M | 0.7% |
| ISHARES TR | $4.21M | 0.6% |
| Alphabet Inc. | $4.18M | 0.6% |
| ISHARES TR | $4.13M | 0.6% |
| ISHARES TR | $3.82M | 0.6% |
| SCHWAB STRATEGIC TR | $3.76M | 0.6% |
| ISHARES TR | $3.64M | 0.5% |
| Warren E. Buffett | $3.21M | 0.5% |
| Visa Inc | $3.13M | 0.5% |
| VANGUARD TAX-MANAGED FDS | $2.88M | 0.4% |
| iShares MSCI UAE ETF | $2.80M | 0.4% |
| Loar Holdings Inc.LOAR | $2.79M | 0.4% |
| ORACLE CORP | $2.71M | 0.4% |
| CAPITAL GRP FIXED INCM ETF T | $2.59M | 0.4% |
| Tesla Inc | $2.42M | 0.4% |
| ISHARES INC | $2.35M | 0.3% |
| JPMORGAN CHASE & CO | $2.34M | 0.3% |
| Broadcom Inc. | $2.10M | 0.3% |
| PROCTER & GAMBLE Co | $2.00M | 0.3% |
| ISHARES TR | $2.00M | 0.3% |
| Mastercard Inc | $1.97M | 0.3% |
| Meta Platforms Inc | $1.96M | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $1.95M | 0.3% |
| Merck & Co., Inc. | $1.90M | 0.3% |
| Salesforce Inc | $1.82M | 0.3% |
| LOCKHEED MARTIN CORP | $1.78M | 0.3% |
| ISHARES TR | $1.74M | 0.3% |
| HARTFORD FDS EXCHANGE TRADED | $1.73M | 0.3% |
| SPDR SERIES TRUST | $1.67M | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.63M | 0.2% |