Kaufman Rossin Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Tapestry Inc | $488.4K | 0.3% |
| Alphabet Inc. | $492.9K | 0.3% |
| VeriSign Inc | $502.9K | 0.3% |
| Vertiv Holdings Co | $513.2K | 0.3% |
| Toll Brothers Incorporated | $515.3K | 0.3% |
| REGENERON PHARMACEUTICALS, INC. | $533.7K | 0.3% |
| DIMENSIONAL ETF TRUST | $538.0K | 0.3% |
| Johnson Controls International plc | $542.6K | 0.3% |
| Booking Holdings Inc | $593.0K | 0.3% |
| DELTA AIR LINES, INC. | $596.4K | 0.3% |
| EDISON INTERNATIONAL | $601.7K | 0.3% |
| BRISTOL MYERS SQUIBB CO | $628.6K | 0.3% |
| Lyft, Inc. | $637.9K | 0.3% |
| DIMENSIONAL ETF TRUST | $640.6K | 0.3% |
| Illumina Inc | $640.7K | 0.3% |
| DIMENSIONAL ETF TRUST | $640.9K | 0.3% |
| Expedia Group Inc | $657.3K | 0.3% |
| PG&E Corp | $680.4K | 0.4% |
| AMPHENOL CORP /DE | $682.2K | 0.4% |
| ISHARES TR | $690.2K | 0.4% |
| Amazon.com Inc | $748.3K | 0.4% |
| DIMENSIONAL ETF TRUST | $753.4K | 0.4% |
| INTEL CORP | $762.1K | 0.4% |
| Atlassian Corporation | $783.3K | 0.4% |
| General Motors Co | $807.3K | 0.4% |
| Merck & Co., Inc. | $810.9K | 0.4% |
| Centene Corp | $840.2K | 0.4% |
| GE Vernova Inc. | $898.3K | 0.5% |
| Snowflake Inc. | $904.3K | 0.5% |
| GENERAL ELECTRIC CO | $936.1K | 0.5% |
| Comfort Systems USA Inc | $955.7K | 0.5% |
| Broadcom Inc. | $980.3K | 0.5% |
| The PNC Financial Services Group, Inc. | $1.03M | 0.5% |
| ROBLOX Corp | $1.06M | 0.6% |
| Arista Networks, Inc.ANET | $1.11M | 0.6% |
| INCYTE CORP | $1.12M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.21M | 0.6% |
| MICROSOFT CORP | $1.24M | 0.6% |
| VANGUARD MALVERN FDS | $1.38M | 0.7% |
| AMERICAN CENTY ETF TR | $1.39M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.54M | 0.8% |
| ADOBE INC. | $1.92M | 1.0% |
| DIMENSIONAL ETF TRUST | $2.12M | 1.1% |
| DIMENSIONAL ETF TRUST | $2.74M | 1.4% |
| NVIDIA Corp | $2.87M | 1.5% |
| VANGUARD INDEX FDS | $3.21M | 1.7% |
| Apple Inc. | $3.57M | 1.9% |
| DIMENSIONAL ETF TRUST | $4.35M | 2.3% |
| VANGUARD SCOTTSDALE FDS | $4.57M | 2.4% |
| DIMENSIONAL ETF TRUST | $6.69M | 3.5% |