Exchange Bank
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $7.89M | 5.5% |
| JOHNSON & JOHNSON | $5.95M | 4.1% |
| ISHARES NATIONAL AMT-FREE MUNI | $5.50M | 3.8% |
| MICROSOFT CORP | $4.80M | 3.3% |
| CATERPILLAR INC | $4.75M | 3.3% |
| ISHARES CORE TOTAL US BOND | $3.67M | 2.5% |
| VANGUARD TOTAL STOCK MARKET ETF | $3.57M | 2.5% |
| JPMORGAN CHASE & CO | $3.57M | 2.5% |
| CHEVRON CORP | $3.48M | 2.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $3.44M | 2.4% |
| Walmart Inc. | $3.43M | 2.4% |
| PROCTER & GAMBLE Co | $3.40M | 2.4% |
| VANGUARD TOTAL BOND MARKET ETF | $3.27M | 2.3% |
| EXXON MOBIL CORP | $3.07M | 2.1% |
| Alphabet Inc. | $3.05M | 2.1% |
| NVIDIA Corp | $2.75M | 1.9% |
| Union Pacific Corp | $2.28M | 1.6% |
| BERKSHIRE HATHAWAY INC | $2.26M | 1.6% |
| ISHARES CORE S&P MID-CAP (MKT) | $2.13M | 1.5% |
| COCA COLA CO | $2.11M | 1.5% |
| Alphabet Inc. | $2.02M | 1.4% |
| SCHWAB US BROAD MARKET ETFT | $2.02M | 1.4% |
| SPDR S&P 500 ETF | $1.96M | 1.4% |
| Amazon.com Inc | $1.86M | 1.3% |
| Philip Morris International Inc. | $1.70M | 1.2% |
| BRISTOL MYERS SQUIBB CO | $1.58M | 1.1% |
| NORFOLK SOUTHERN CORP | $1.55M | 1.1% |
| Merck & Co., Inc. | $1.52M | 1.1% |
| AUTOMATIC DATA PROCESSING INC | $1.49M | 1.0% |
| VANGUARD SHORT-TERM CORP BD IDX | $1.39M | 1.0% |
| ORACLE CORP | $1.23M | 0.8% |
| ISHARES CORE INTERNATIONAL | $1.22M | 0.8% |
| GENERAL ELECTRIC CO | $1.22M | 0.8% |
| ELI LILLY & Co | $1.19M | 0.8% |
| TEXAS INSTRUMENTS INC | $1.18M | 0.8% |
| ISHARES SHORT-TERM CORPORATE | $1.17M | 0.8% |
| MARSH & MCLENNAN COMPANIES, INC. | $1.14M | 0.8% |
| iShares MSCI UAE ETF | $1.11M | 0.8% |
| NEXTERA ENERGY INC | $1.10M | 0.8% |
| TARGET CORP | $1.02M | 0.7% |
| Broadcom Inc. | $1.02M | 0.7% |
| AMERICAN EXPRESS CO | $967.8K | 0.7% |
| GLOBE LIFE INC. | $944.1K | 0.7% |
| HOME DEPOT, INC. | $925.3K | 0.6% |
| VANGUARD FTSE DEVELOPED MARKETS | $914.7K | 0.6% |
| SPDR BOFA ML CROSSOVER CORP BOND | $885.5K | 0.6% |
| Warren E. Buffett | $880.6K | 0.6% |
| Bank of New York Mellon Corp/The | $877.1K | 0.6% |
| Visa Inc | $844.9K | 0.6% |
| Meta Platforms Inc | $833.0K | 0.6% |