Cascade Financial Partners, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | $4.53M | 0.5% |
| WISDOMTREE TR | $4.47M | 0.5% |
| SPDR SERIES TRUST | $4.22M | 0.4% |
| iShares MSCI UAE ETF | $4.20M | 0.4% |
| AMERICAN CENTY ETF TR | $3.97M | 0.4% |
| DIMENSIONAL ETF TRUST | $3.94M | 0.4% |
| SCHWAB STRATEGIC TR | $3.88M | 0.4% |
| AMERICAN CENTY ETF TR | $3.78M | 0.4% |
| ISHARES TR | $3.75M | 0.4% |
| INVESCO QQQ TR | $3.64M | 0.4% |
| SPDR S&P 500 ETF TR | $3.23M | 0.3% |
| ISHARES TR | $3.12M | 0.3% |
| VANGUARD INDEX FDS | $3.09M | 0.3% |
| VANGUARD INDEX FDS | $3.05M | 0.3% |
| ISHARES TR | $2.76M | 0.3% |
| AMERICAN CENTY ETF TR | $2.73M | 0.3% |
| iShares MSCI UAE ETF | $2.66M | 0.3% |
| ISHARES TR | $2.54M | 0.3% |
| VANGUARD SCOTTSDALE FDS | $2.54M | 0.3% |
| ISHARES TR | $2.48M | 0.3% |
| ALPS ETF TR | $2.45M | 0.2% |
| WISDOMTREE TR | $2.33M | 0.2% |
| Bank of New York Mellon Corp/The | $2.29M | 0.2% |
| ILLINOIS TOOL WORKS INC | $2.20M | 0.2% |
| SPDR INDEX SHS FDS | $2.20M | 0.2% |
| ISHARES TR | $2.15M | 0.2% |
| ISHARES TR | $2.14M | 0.2% |
| SPDR SERIES TRUST | $2.07M | 0.2% |
| VANECK ETF TRUST | $2.02M | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $2.00M | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.98M | 0.2% |
| DIMENSIONAL ETF TRUST | $1.94M | 0.2% |
| SPDR GOLD TR | $1.94M | 0.2% |
| SCHWAB STRATEGIC TR | $1.83M | 0.2% |
| VANGUARD BD INDEX FDS | $1.83M | 0.2% |
| ISHARES TR | $1.82M | 0.2% |
| VANGUARD INDEX FDS | $1.79M | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $1.73M | 0.2% |
| JOHNSON & JOHNSON | $1.71M | 0.2% |
| Toyota Motor CorporationTM | $1.59M | 0.2% |
| NEXTERA ENERGY INC | $1.56M | 0.2% |
| Merck & Co., Inc. | $1.55M | 0.2% |
| STAG Industrial, Inc. | $1.52M | 0.2% |
| VANGUARD INDEX FDS | $1.52M | 0.2% |
| Simon Property Group Inc | $1.44M | 0.1% |
| WisdomTree Trust | $1.43M | 0.1% |
| Broadcom Inc. | $1.43M | 0.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $1.42M | 0.1% |
| ADVANCED MICRO DEVICES INC | $1.36M | 0.1% |
| Mastercard Inc | $1.34M | 0.1% |