Cathy Pareto & Associates, Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| FIRST TR EXCHANGE TRADED FD | $731.5K | 0.5% |
| BERKSHIRE HATHAWAY INC DEL | $754.8K | 0.5% |
| Broadcom Inc. | $763.3K | 0.5% |
| DIMENSIONAL ETF TRUST | $788.7K | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $889.9K | 0.6% |
| Alphabet Inc. | $901.1K | 0.6% |
| DIMENSIONAL ETF TRUST | $992.0K | 0.7% |
| INVESCO EXCH TRADED FD TR II | $1.01M | 0.7% |
| BROWN & BROWN, INC. | $1.02M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.05M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.16M | 0.8% |
| ISHARES TR | $1.16M | 0.8% |
| VANGUARD INDEX FDS | $1.24M | 0.9% |
| GLOBAL X FDS | $1.36M | 0.9% |
| ISHARES SILVER TR | $1.52M | 1.1% |
| Alphabet Inc. | $1.59M | 1.1% |
| SCHWAB STRATEGIC TR | $1.82M | 1.3% |
| SCHWAB STRATEGIC TR | $1.92M | 1.3% |
| INVESCO ACTIVELY MANAGED EXC | $1.93M | 1.3% |
| ETF SER SOLUTIONS | $2.03M | 1.4% |
| VANGUARD WORLD FD | $2.07M | 1.4% |
| VANECK ETF TRUST | $2.23M | 1.5% |
| Amazon.com Inc | $2.35M | 1.6% |
| ISHARES GOLD TR | $2.57M | 1.8% |
| MICROSOFT CORP | $2.59M | 1.8% |
| VANECK ETF TRUST | $2.63M | 1.8% |
| SCHWAB STRATEGIC TR | $2.91M | 2.0% |
| SCHWAB STRATEGIC TR | $3.84M | 2.7% |
| Warren E. Buffett | $3.97M | 2.8% |
| VANGUARD INDEX FDS | $4.09M | 2.8% |
| Bluerock Private Real Estate FundBPRE | $4.49M | 3.1% |
| SCHWAB STRATEGIC TR | $4.63M | 3.2% |
| VANGUARD WORLD FD | $4.74M | 3.3% |
| VANGUARD INDEX FDS | $4.90M | 3.4% |
| WISDOMTREE TR | $4.97M | 3.5% |
| VANGUARD INDEX FDS | $5.73M | 4.0% |
| SCHWAB STRATEGIC TR | $5.88M | 4.1% |
| J P MORGAN EXCHANGE TRADED F | $5.96M | 4.1% |
| PACER FDS TR | $6.26M | 4.3% |
| WISDOMTREE TR | $6.94M | 4.8% |
| SCHWAB STRATEGIC TR | $7.28M | 5.1% |
| Apple Inc. | $9.41M | 6.5% |