Coston, McIsaac & Partners
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| VANGUARD DIVIDEND APPRECIATION ETF | $23.5K | 5.4% |
| SCHWAB US TREASURY MONEY INVESTOR | $18.5K | 4.3% |
| DFA GLOBAL EQUITY I | $17.8K | 4.1% |
| VANGUARD FTSE ALL WORLD EX US ETF | $16.6K | 3.9% |
| VANGUARD TOTAL STOCK MARKET ETF | $16.1K | 3.7% |
| VANGUARD ULTRA SHORT TREASURY ETF | $15.6K | 3.6% |
| Warren E. Buffett | $15.5K | 3.6% |
| Apple Inc. | $14.0K | 3.2% |
| Walmart Inc. | $10.6K | 2.5% |
| PROSHARES S&P 500 DIV ARISTOCRAT ETF | $9.4K | 2.2% |
| DIMENSIONAL US EQUITY MARKET ETF | $9.3K | 2.2% |
| WILLIAMS SONOMA INC | $9.0K | 2.1% |
| JOHNSON & JOHNSON | $8.1K | 1.9% |
| DIMENSIONAL CORE FIXED INCOME ETF | $7.8K | 1.8% |
| MCDONALD'S CORP | $7.1K | 1.7% |
| COCA COLA CO | $7.1K | 1.6% |
| Philip Morris International Inc. | $7.0K | 1.6% |
| SCHWAB US TREASURY MONEY ULTRA | $6.8K | 1.6% |
| SOUTHERN CO | $6.6K | 1.5% |
| NEXTERA ENERGY INC | $6.4K | 1.5% |
| Consolidated Edison Inc | $6.3K | 1.5% |
| PROCTER & GAMBLE Co | $6.1K | 1.4% |
| UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | $6.0K | 1.4% |
| PEPSICO INC | $5.9K | 1.4% |
| Ingredion Inc | $5.7K | 1.3% |
| Medtronic plc | $5.5K | 1.3% |
| TEXAS INSTRUMENTS INC | $5.4K | 1.3% |
| VERIZON COMMUNICATIONS INC | $5.0K | 1.2% |
| ALTRIA GROUP, INC. | $4.9K | 1.1% |
| DIMENSNL ULTRASHRT FIXEDINCM ETF | $4.6K | 1.1% |
| PAYCHEX INC | $4.5K | 1.0% |
| DIMENSIONAL SHRT DRT FXDINCM ETF | $4.5K | 1.0% |
| Essential Utilities, Inc. | $4.4K | 1.0% |
| MICROSOFT CORP | $4.1K | 0.9% |
| KIMBERLY CLARK CORP | $3.7K | 0.9% |
| VANGUARD INTERMEDIATE TERM COR ETF | $3.5K | 0.8% |
| NIKE, Inc. | $3.4K | 0.8% |
| GENERAL MILLS INC | $3.4K | 0.8% |
| VANGUARD TOTAL WORLD STOCK ETF | $3.1K | 0.7% |
| HERSHEY CO | $3.1K | 0.7% |
| CLOROX CO /DE | $3.0K | 0.7% |
| VANGUARD TOTAL BOND MARKET ETF | $3.0K | 0.7% |
| VANGUARD SHORT TERM COR BD ETF | $3.0K | 0.7% |
| PROSHRS S P TECH DV ARSTETF | $2.8K | 0.7% |
| STARBUCKS CORP | $2.8K | 0.6% |
| SCHWAB S&P 500 INDEX | $2.7K | 0.6% |
| EXXON MOBIL CORP | $2.4K | 0.6% |
| DIMENSIONAL US HIGH PROFTBLTY ETF | $2.4K | 0.6% |
| DFA US CORE EQUITY 2 I | $1.8K | 0.4% |
| DIMENSIONAL U S CORE EQUITY 2 ETF | $1.8K | 0.4% |