Abound Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $53.42M | 12.5% |
| ISHARES TR | $45.34M | 10.6% |
| VANGUARD TAX-MANAGED FDS | $31.64M | 7.4% |
| ISHARES TR | $27.43M | 6.4% |
| VANGUARD INDEX FDS | $25.01M | 5.9% |
| ISHARES INC | $21.66M | 5.1% |
| SCHWAB STRATEGIC TR | $21.44M | 5.0% |
| VANGUARD INDEX FDS | $20.58M | 4.8% |
| VANGUARD INDEX FDS | $17.33M | 4.1% |
| VANGUARD INDEX FDS | $15.21M | 3.6% |
| Apple Inc. | $11.51M | 2.7% |
| SPDR S&P 500 ETF TR | $10.74M | 2.5% |
| ISHARES TR | $10.06M | 2.4% |
| Tesla Inc | $8.55M | 2.0% |
| VANGUARD INTL EQUITY INDEX F | $7.05M | 1.7% |
| SPDR SERIES TRUST | $5.96M | 1.4% |
| iShares MSCI UAE ETF | $5.64M | 1.3% |
| Broadcom Inc. | $4.40M | 1.0% |
| INVESCO QQQ TR | $4.10M | 1.0% |
| NVIDIA Corp | $4.03M | 0.9% |
| SCHWAB STRATEGIC TR | $3.87M | 0.9% |
| MICROSOFT CORP | $3.68M | 0.9% |
| VANGUARD INDEX FDS | $3.51M | 0.8% |
| Amazon.com Inc | $3.23M | 0.8% |
| ISHARES TR | $2.82M | 0.7% |
| ONEOK Inc | $2.45M | 0.6% |
| FIDELITY WISE ORIGIN BITCOIN | $2.33M | 0.5% |
| Palantir Technologies Inc | $1.97M | 0.5% |
| Alphabet Inc. | $1.91M | 0.4% |
| Alphabet Inc. | $1.83M | 0.4% |
| Meta Platforms Inc | $1.41M | 0.3% |
| SCHWAB STRATEGIC TR | $1.35M | 0.3% |
| VANGUARD BD INDEX FDS | $1.20M | 0.3% |
| JPMORGAN CHASE & CO | $1.18M | 0.3% |
| ISHARES TR | $918.3K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $892.8K | 0.2% |
| SCHWAB STRATEGIC TR | $828.3K | 0.2% |
| INVESCO EXCH TRADED FD TR II | $786.4K | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.2% |
| GENERAL ELECTRIC CO | $718.7K | 0.2% |
| VANGUARD INDEX FDS | $638.6K | 0.1% |
| SOUTHERN CO | $623.7K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $606.1K | 0.1% |
| HUNT J B TRANSPORT SERVICES INC | $570.8K | 0.1% |
| AFLAC INC | $555.4K | 0.1% |
| VANGUARD INDEX FDS | $503.7K | 0.1% |
| PROCTER & GAMBLE Co | $498.4K | 0.1% |
| GE Vernova Inc. | $494.6K | 0.1% |
| Netflix Inc | $487.9K | 0.1% |
| SCHWAB STRATEGIC TR | $476.6K | 0.1% |