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Goldstein Advisors, LLC

All holdings · as of Dec 31, 2025

225 positions

CompanyClassValueShares% of portfolio
EXXON MOBIL CORP—$539.2K4,4810.1%
SCHWAB STRATEGIC TR—$526.7K17,7880.1%
COSTCO WHOLESALE CORP /NEW—$522.6K6060.1%
INNOVATOR ETFS TRUST—$500.4K11,3940.1%
VANGUARD INDEX FDS—$498.9K2,6120.1%
Visa Inc—$464.5K1,3250.1%
iShares MSCI UAE ETF—$450.0K3,4200.1%
SPDR SERIES TRUST—$446.2K16,8580.1%
Netflix Inc—$434.7K4,6360.0%
Philip Morris International Inc.—$414.8K2,5860.0%
DIMENSIONAL ETF TRUST—$410.9K8,8190.0%
Mastercard Inc—$409.3K7170.0%
ISHARES TR—$404.4K2,9580.0%
SCHWAB STRATEGIC TR—$392.2K13,0430.0%
Merck & Co., Inc.—$392.2K3,7260.0%
ISHARES TR—$391.0K4,5340.0%
RTX Corp—$389.2K2,1220.0%
INTERNATIONAL BUSINESS MACHINES CORP—$387.7K1,3090.0%
Walmart Inc.—$384.0K3,4470.0%
ISHARES TR—$381.7K2,9630.0%
VICTORY PORTFOLIOS II—$376.6K7,9520.0%
EXCHANGE TRADED CONCEPTS TRU—$373.3K9,2500.0%
PEPSICO INC—$373.2K2,6000.0%
SHOPIFY INC—$371.8K2,3100.0%
INNOVATOR ETFS TRUST—$371.3K8,8870.0%
HOME DEPOT, INC.—$365.1K1,0610.0%
Western Digital Corp—$359.5K2,0870.0%
MCKESSON CORP—$357.6K4360.0%
DIMENSIONAL ETF TRUST—$355.1K7,1160.0%
AMPHENOL CORP /DE—$354.3K2,6220.0%
AMERICAN CENTY ETF TR—$351.7K7,9650.0%
Cigna Group—$350.8K1,2750.0%
Walt Disney Co—$348.1K3,0600.0%
Quanta Services Inc—$347.4K8230.0%
FIRST TR EXCHANGE TRADED FD—$338.9K4,8780.0%
GE Vernova Inc.—$330.7K5060.0%
BANK OF AMERICA CORP /DE—$323.8K5,8880.0%
ISHARES TR—$322.8K1,9220.0%
VANGUARD WORLD FD—$318.7K4230.0%
TJX Cos Inc/The—$316.9K2,0630.0%
DIMENSIONAL ETF TRUST—$316.2K5,3100.0%
Natera, Inc.—$310.4K1,3550.0%
AUTOMATIC DATA PROCESSING INC—$309.7K1,2040.0%
CITIGROUP INC—$307.5K2,6350.0%
ASML HOLDING N V—$307.1K2870.0%
MercadoLibre, Inc.—$302.1K1500.0%
ISHARES TR—$298.3K5,1810.0%
INVESCO EXCHANGE TRADED FD T—$296.7K4,4600.0%
KLA CORP—$296.5K2440.0%
GILEAD SCIENCES, INC.—$292.1K2,3800.0%
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