Advyzon Investment Management, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $35.60M | 4.1% |
| ISHARES TR | $19.96M | 2.3% |
| GRANITESHARES GOLD TR | $19.20M | 2.2% |
| SPDR INDEX SHS FDS | $16.36M | 1.9% |
| VANGUARD BD INDEX FDS | $16.32M | 1.9% |
| MICROSOFT CORP | $15.11M | 1.8% |
| NVIDIA Corp | $13.18M | 1.5% |
| VANGUARD INDEX FDS | $13.02M | 1.5% |
| INVESCO QQQ TR | $11.75M | 1.4% |
| Apple Inc. | $11.24M | 1.3% |
| SPDR INDEX SHS FDS | $10.45M | 1.2% |
| WISDOMTREE TR | $10.43M | 1.2% |
| Broadcom Inc. | $9.70M | 1.1% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $9.67M | 1.1% |
| ISHARES TR | $9.32M | 1.1% |
| VANGUARD INDEX FDS | $9.22M | 1.1% |
| ISHARES TR | $8.78M | 1.0% |
| Amazon.com Inc | $8.76M | 1.0% |
| Meta Platforms Inc | $8.69M | 1.0% |
| SELECT SECTOR SPDR TR | $7.99M | 0.9% |
| ISHARES INC | $7.87M | 0.9% |
| VANECK ETF TRUST | $7.86M | 0.9% |
| ISHARES TR | $7.77M | 0.9% |
| Walmart Inc. | $7.47M | 0.9% |
| EA SERIES TRUST | $7.46M | 0.9% |
| EA SERIES TRUST | $7.46M | 0.9% |
| ISHARES TR | $6.93M | 0.8% |
| ISHARES TR | $6.58M | 0.8% |
| ISHARES GOLD TR | $6.16M | 0.7% |
| VANGUARD INDEX FDS | $6.03M | 0.7% |
| VANGUARD TAX-MANAGED FDS | $5.95M | 0.7% |
| Alphabet Inc. | $5.94M | 0.7% |
| SPDR GOLD TR | $5.64M | 0.7% |
| LISTED FDS TR | $5.57M | 0.6% |
| Alphabet Inc. | $5.55M | 0.6% |
| Warren E. Buffett | $5.05M | 0.6% |
| JPMORGAN CHASE & CO | $5.04M | 0.6% |
| BONDBLOXX ETF TRUST | $4.95M | 0.6% |
| BONDBLOXX ETF TRUST | $4.61M | 0.5% |
| EA SERIES TRUST | $4.60M | 0.5% |
| ISHARES TR | $4.39M | 0.5% |
| VANECK ETF TRUST | $4.34M | 0.5% |
| ELI LILLY & Co | $4.29M | 0.5% |
| PROSHARES TR | $4.28M | 0.5% |
| SCHWAB STRATEGIC TR | $4.16M | 0.5% |
| JOHNSON & JOHNSON | $4.12M | 0.5% |
| First Trust Exchange-Traded Fund VIII | $4.12M | 0.5% |
| iShares MSCI UAE ETF | $4.11M | 0.5% |
| AMERICAN CENTY ETF TR | $4.10M | 0.5% |
| CAPITAL GRP FIXED INCM ETF T | $4.09M | 0.5% |