Stephens Consulting, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $66.34M | 21.4% |
| VANGUARD BD INDEX FDS | $30.15M | 9.7% |
| FIDELITY COVINGTON TRUST | $27.39M | 8.9% |
| VANGUARD INDEX FDS | $25.69M | 8.3% |
| VANGUARD INDEX FDS | $22.06M | 7.1% |
| J P MORGAN EXCHANGE TRADED F | $18.83M | 6.1% |
| VANGUARD INDEX FDS | $18.32M | 5.9% |
| AMERICAN CENTY ETF TR | $14.80M | 4.8% |
| ISHARES TR | $9.10M | 2.9% |
| Warren E. Buffett | $8.99M | 2.9% |
| RAYMOND JAMES FINANCIAL INC | $6.47M | 2.1% |
| ISHARES TR | $6.37M | 2.1% |
| VANGUARD SPECIALIZED FUNDS | $4.70M | 1.5% |
| Apple Inc. | $3.31M | 1.1% |
| VANGUARD INDEX FDS | $2.74M | 0.9% |
| ISHARES TR | $2.73M | 0.9% |
| NVIDIA Corp | $2.60M | 0.8% |
| JPMORGAN CHASE & CO | $2.59M | 0.8% |
| ISHARES TR | $2.06M | 0.7% |
| The Boeing Company | $1.74M | 0.6% |
| Robinhood Markets, Inc. | $1.47M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $1.23M | 0.4% |
| DTE ENERGY CO | $1.12M | 0.4% |
| MICROSOFT CORP | $1.06M | 0.3% |
| VANGUARD TAX-MANAGED FDS | $938.0K | 0.3% |
| VANGUARD INDEX FDS | $925.0K | 0.3% |
| ISHARES TR | $792.4K | 0.3% |
| JOHNSON & JOHNSON | $709.0K | 0.2% |
| Walmart Inc. | $640.9K | 0.2% |
| SPDR GOLD TR | $609.9K | 0.2% |
| LINDE PLC | $602.5K | 0.2% |
| Tesla Inc | $598.6K | 0.2% |
| VANGUARD WHITEHALL FDS | $516.9K | 0.2% |
| HCA Healthcare, Inc. | $506.1K | 0.2% |
| ALTRIA GROUP, INC. | $486.0K | 0.2% |
| VANGUARD INDEX FDS | $477.4K | 0.2% |
| ISHARES TR | $462.5K | 0.1% |
| AMGEN INC | $448.4K | 0.1% |
| Oklo Inc. | $430.6K | 0.1% |
| HOME DEPOT, INC. | $420.1K | 0.1% |
| PROCTER & GAMBLE Co | $402.0K | 0.1% |
| STRYKER CORP | $401.0K | 0.1% |
| PEPSICO INC | $393.4K | 0.1% |
| Dell Technologies Inc. | $381.4K | 0.1% |
| EXXON MOBIL CORP | $380.8K | 0.1% |
| Alphabet Inc. | $357.8K | 0.1% |
| GILEAD SCIENCES, INC. | $353.6K | 0.1% |
| AbbVie Inc. | $334.4K | 0.1% |
| CATERPILLAR INC | $323.1K | 0.1% |
| SCOTTS MIRACLE-GRO CO | $305.9K | 0.1% |