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Grey Fox Wealth Advisors, LLC

All holdings · as of Dec 31, 2025

134 positions

CompanyClassValueShares% of portfolio
Vanguard Target Retirement Income Fund$1.45M104,7770.3%
Amazon.com Inc$1.44M6,2270.3%
Vanguard Small Cap Value Index Fund - Admiral Class$1.39M15,2430.3%
Vanguard Target Retirement 2025 Fund$1.34M75,6550.3%
iShares US Real Estate ETF$1.32M14,0270.3%
iShares Core S&P US Growth ETF$1.18M7,0200.2%
iShares TIPS Bond ETF$1.16M10,5710.2%
Vanguard 500 Index Fund - Admiral Class$1.16M1,8370.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.16M3,7930.2%
Vanguard S&P 500 ETF$1.15M1,8390.2%
Alphabet Inc.$1.12M3,5660.2%
iShares Russell 2000 Value ETF$1.05M5,7940.2%
ELI LILLY & Co$1.03M9590.2%
JPMORGAN CHASE & CO$979.0K3,0380.2%
MICROSOFT CORP$976.1K2,0180.2%
iShares Core S&P US Value ETF$970.8K9,4670.2%
Vanguard Target Retirement 2020 Fund$965.7K74,6400.2%
Invesco Stable Asset Fund - ADPZ Class$915.8K915,8450.2%
Vanguard Total Bond Market ETF$886.9K11,9730.2%
iShares Core 10 Year Usd Bond ETF$879.9K17,7040.2%
SPDR S&P 500 ETF IV$872.2K1,2750.2%
Invesco S&P 500 Low Volatility ETF$758.7K10,6240.2%
Vanguard FTSE All World Ex US ETF$742.0K10,0870.2%
JPMORGAN SMARTRETIREMENT BLEND 2035 R6$646.6K19,5470.1%
Invesco QQQ Trust$630.6K1,0260.1%
JPMORGAN SMARTRETIREMENT BLEND 2060 R6$619.8K20,5720.1%
Vanguard Information Technology ETF$593.7K7880.1%
AbbVie Inc.$593.0K2,5950.1%
JPMORGAN SMARTRETIREMENT BLEND 2025 R6$591.6K23,5210.1%
iShares Core S&P 500 ETF$576.4K8420.1%
Charles Schwab US REIT ETF$540.1K25,8570.1%
Vanguard Short-Term Bond Index Adm$539.9K52,2100.1%
Vanguard Total Stock Market ETF$521.9K1,5570.1%
Netflix Inc$517.6K5,5200.1%
Schwab US Large Cap Growth ETF$517.3K15,8590.1%
iShares Russell 3000 ETF$509.9K1,3180.1%
Broadcom Inc.$503.2K1,4540.1%
HOME DEPOT, INC.$460.5K1,3380.1%
STRYKER CORP$456.8K1,2960.1%
iShares Esg Aware MSCI USA ETF$456.3K3,0630.1%
AB Small Cap Growth Portfolio$436.0K5,6800.1%
Vanguard Target Retirement 2055 Fund$431.5K34,3930.1%
Vanguard Explorer Fund - Admiral Class$428.9K4,0200.1%
Vanguard Dividend Appreciation ETF$424.3K1,9310.1%
SPDR Rusel 1000 LW VLTLTY FCS ETF$417.9K3,1370.1%
Antero Midstream Corp$409.5K23,0160.1%
Ishare Edge MSCI Min Vol EAFE ETF$395.3K4,5830.1%
Vanguard Target Retirement 2070 Fund$390.6K12,2750.1%
Walmart Inc.$387.8K3,4730.1%
DANAHER CORP /DE$377.6K1,6470.1%
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