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Goldstein Advisors, LLC

All holdings · as of Dec 31, 2025

225 positions

CompanyClassValueShares% of portfolio
INNOVATOR ETFS TRUST—$371.3K8,8870.0%
SHOPIFY INC—$371.8K2,3100.0%
PEPSICO INC—$373.2K2,6000.0%
EXCHANGE TRADED CONCEPTS TRU—$373.3K9,2500.0%
VICTORY PORTFOLIOS II—$376.6K7,9520.0%
ISHARES TR—$381.7K2,9630.0%
Walmart Inc.—$384.0K3,4470.0%
International Business Machines Corp—$387.7K1,3090.0%
RTX Corp—$389.2K2,1220.0%
ISHARES TR—$391.0K4,5340.0%
Merck & Co., Inc.—$392.2K3,7260.0%
SCHWAB STRATEGIC TR—$392.2K13,0430.0%
ISHARES TR—$404.4K2,9580.0%
MASTERCARD INC—$409.3K7170.0%
DIMENSIONAL ETF TRUST—$410.9K8,8190.0%
Philip Morris International Inc.—$414.8K2,5860.0%
NETFLIX INC—$434.7K4,6360.0%
SPDR SERIES TRUST—$446.2K16,8580.1%
iSHARES TRUST—$450.0K3,4200.1%
Visa Inc—$464.5K1,3250.1%
VANGUARD INDEX FDS—$498.9K2,6120.1%
INNOVATOR ETFS TRUST—$500.4K11,3940.1%
COSTCO WHOLESALE CORP /NEW—$522.6K6060.1%
SCHWAB STRATEGIC TR—$526.7K17,7880.1%
EXXON MOBIL CORP—$539.2K4,4810.1%
ELI LILLY & Co—$543.8K5060.1%
SPDR SERIES TRUST—$547.4K9,4520.1%
Talen Energy Corp—$549.9K1,4670.1%
ISHARES TR—$561.3K4,5540.1%
ISHARES TR—$567.0K12,9120.1%
ISHARES TR—$567.6K6,3240.1%
CrowdStrike Holdings, Inc.—$578.9K1,2350.1%
MCDONALD'S CORP—$595.4K1,9480.1%
Nebius Group N.V.—$614.4K7,3400.1%
ORACLE CORP—$627.4K3,2190.1%
VANGUARD SCOTTSDALE FDS—$631.3K6,8400.1%
AMERICAN CENTY ETF TR—$677.5K7,2100.1%
VANGUARD STAR FDS—$687.6K9,1140.1%
DBX ETF TR—$691.8K11,0780.1%
Warren E. Buffett—$706.2K1,4050.1%
SCHWAB STRATEGIC TR—$712.7K26,4840.1%
FRANKLIN TEMPLETON ETF TR—$713.7K18,3510.1%
SCHWAB STRATEGIC TR—$715.2K29,7520.1%
ISHARES TR—$717.8K2,9160.1%
JOHNSON & JOHNSON—$735.8K3,5560.1%
Tesla Inc—$756.0K1,6810.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$782.2K2,5740.1%
AbbVie Inc.—$813.0K3,5580.1%
MGE Energy Inc—$817.2K10,4210.1%
VANGUARD INDEX FDS—$827.3K2,6280.1%
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