Kelsey Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $2.03M | 1.7% |
| ISHARES TR | $2.79M | 2.4% |
| SPDR S&P 500 ETF TR | $3.05M | 2.6% |
| ISHARES TR | $3.94M | 3.4% |
| VANGUARD INTL EQUITY INDEX F | $5.23M | 4.5% |
| ISHARES TR | $5.44M | 4.7% |
| AMGEN INC | $7.13M | 6.1% |
| Broadcom Inc. | $8.76M | 7.5% |
| ISHARES TR | $9.22M | 7.9% |
| iSHARES TRUST | $10.37M | 8.9% |
| ISHARES TR | $12.91M | 11.1% |
| INVESCO QQQ TR | $19.47M | 16.7% |