Athena Investment Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Schwab U.S. Large-Cap ETF | $35.17M | 18.0% |
| Schwab International Equity ETF | $9.00M | 4.6% |
| Schwab U.S. Small-Cap ETF | $8.54M | 4.4% |
| JPMORGAN CHASE & CO | $7.82M | 4.0% |
| MICROSOFT CORP | $6.75M | 3.5% |
| Apple Inc. | $4.63M | 2.4% |
| Schwab U.S. Large-Cap Growth ETF | $4.19M | 2.1% |
| UnitedHealth Group Inc. | $4.08M | 2.1% |
| RTX Corp | $2.81M | 1.4% |
| AbbVie Inc. | $2.59M | 1.3% |
| GE Aerospace | $2.58M | 1.3% |
| Schwab U.S. Mid-Cap ETF | $2.49M | 1.3% |
| Vanguard Large Cap ETF | $2.39M | 1.2% |
| iShares Russell 2000 Index | $2.37M | 1.2% |
| PEPSICO INC | $2.35M | 1.2% |
| Broadcom Inc. | $2.20M | 1.1% |
| HOME DEPOT, INC. | $2.16M | 1.1% |
| IShares MSCI EAFE Index | $2.00M | 1.0% |
| AFLAC INC | $1.95M | 1.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.91M | 1.0% |
| JOHNSON & JOHNSON | $1.74M | 0.9% |
| Vanguard Growth ETF | $1.74M | 0.9% |
| INTEL CORP | $1.67M | 0.9% |
| CHEVRON CORP | $1.63M | 0.8% |
| Bank of America Corp | $1.62M | 0.8% |
| iShares S&P 500 Index | $1.58M | 0.8% |
| Northrop Grumman Corp | $1.54M | 0.8% |
| Schwab Emerging Markets Equity ETF | $1.52M | 0.8% |
| Alphabet Inc. | $1.51M | 0.8% |
| EXXON MOBIL CORP | $1.47M | 0.8% |
| ELI LILLY & Co | $1.38M | 0.7% |
| Vanguard Energy Sector ETF | $1.35M | 0.7% |
| ABBOTT LABORATORIES | $1.32M | 0.7% |
| PFIZER INC | $1.30M | 0.7% |
| Technology Select Sector SPDR ETF | $1.30M | 0.7% |
| CISCO SYSTEMS, INC. | $1.29M | 0.7% |
| Warren E. Buffett | $1.28M | 0.7% |
| AMGEN INC | $1.27M | 0.7% |
| MCDONALD'S CORP | $1.22M | 0.6% |
| Vanguard FTSE Developed Markets ETF | $1.16M | 0.6% |
| Schwab U.S. Large-Cap Value ETF | $1.14M | 0.6% |
| AT&T Inc. | $1.13M | 0.6% |
| VERIZON COMMUNICATIONS INC | $1.09M | 0.6% |
| Hewlett Packard Enterprise Co | $1.04M | 0.5% |
| NORFOLK SOUTHERN CORP | $1.02M | 0.5% |
| KIMBERLY CLARK CORP | $1.01M | 0.5% |
| QUALCOMM INC/DE | $959.6K | 0.5% |
| HP INC | $938.1K | 0.5% |
| Merck & Co., Inc. | $923.9K | 0.5% |
| Invesco QQQ Trust | $916.1K | 0.5% |