Whelan Financial
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANECK ETF TRUST | $463.3K | 0.1% |
| Netflix Inc | $454.2K | 0.1% |
| SCHWAB STRATEGIC TR | $450.4K | 0.1% |
| PROCTER & GAMBLE Co | $448.7K | 0.1% |
| APPLIED MATERIALS INC /DE | $437.5K | 0.1% |
| WASTE MANAGEMENT INC | $421.6K | 0.1% |
| EXXON MOBIL CORP | $414.8K | 0.1% |
| AbbVie Inc. | $391.8K | 0.1% |
| Palo Alto Networks Inc | $369.5K | 0.1% |
| SCHWAB STRATEGIC TR | $365.4K | 0.1% |
| INVESCO QQQ TR | $357.1K | 0.1% |
| MICRON TECHNOLOGY INC | $343.3K | 0.1% |
| CITIGROUP INC | $340.3K | 0.1% |
| GE Vernova Inc. | $319.8K | 0.1% |
| CISCO SYSTEMS, INC. | $318.9K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $305.7K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $296.6K | 0.1% |
| Merck & Co., Inc. | $292.4K | 0.1% |
| CAPITAL GROUP DIVIDEND GROWE | $285.1K | 0.1% |
| GENERAL ELECTRIC CO | $282.5K | 0.1% |
| ISHARES GOLD TR | $282.4K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $277.1K | 0.1% |
| ADVANCED MICRO DEVICES INC | $273.9K | 0.1% |
| SPDR GOLD TR | $268.3K | 0.1% |
| Carnival Corp Ltd. | $268.0K | 0.1% |
| The Boeing Company | $266.4K | 0.1% |
| JOHNSON & JOHNSON | $253.8K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $243.9K | 0.1% |
| WELLS FARGO & COMPANY/MN | $242.7K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $242.2K | 0.1% |
| ISHARES BITCOIN TRUST ETF | $238.4K | 0.1% |
| CrowdStrike Holdings, Inc. | $235.3K | 0.1% |
| CADENCE DESIGN SYSTEMS INC | $233.2K | 0.1% |
| HOME DEPOT, INC. | $228.6K | 0.1% |
| Valero Energy Corp | $225.6K | 0.1% |
| SCHWAB STRATEGIC TR | $216.4K | 0.1% |
| AMPHENOL CORP /DE | $215.7K | 0.1% |
| SPDR S&P 500 ETF TR | $213.7K | 0.1% |
| AT&T INC. | $213.1K | 0.1% |
| SYNOPSYS INC | $212.8K | 0.1% |
| UNITEDHEALTH GROUP INC | $203.5K | 0.1% |
| SELECT SECTOR SPDR TR | $202.1K | 0.1% |
| MCKESSON CORP | $201.8K | 0.1% |
| CVB FINANCIAL CORP | $197.5K | 0.1% |
| ATLASCLEAR HOLDINGS INC | $5.0K | 0.0% |