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VSM Wealth Advisory, LLC

All holdings · as of Dec 31, 2025

447 positions

CompanyClassValueShares% of portfolio
Consolidated Edison Inc$233.8K2,3540.1%
VANGUARD S&P MID CAP 400GROWTH ETF$235.1K1,9560.1%
Walt Disney Co$235.1K2,0660.1%
AMERICAN ELECTRIC POWER CO INC$238.1K2,0640.1%
ISHARES S&P 500 GROWTH ETF$240.1K1,9480.1%
Rockwell Automation Inc$242.5K6230.1%
DIMENSIONAL EMERG CORE EQY MRKT ETF$243.9K7,4880.1%
ISHARES CORE S&P US GROWTH ETF$244.0K1,4530.1%
INTEL CORP$255.5K6,7410.1%
STATE SRT REL EST SLCT SCTR SPDR ETF$268.9K6,6640.1%
STATE STRT UTLTES SLET SCTR SPDR ETF$272.3K6,3790.1%
VANGUARD SMALL CAP GROWTH ETF$272.5K9020.1%
ADVANCED MICRO DEVICES INC$276.3K1,2900.1%
STE SRT CNSR STPLS SLCT SEC SPDR ETF$281.7K3,6260.1%
iShares MSCI UAE ETF$282.7K2,1480.1%
DIMENSNL ULTRASHRT FIXEDINCM ETF$284.9K5,6250.1%
STATE STRET ENRGY SLECT SEC SPDR ETF$291.8K6,5270.1%
VANGUARD TOTAL BOND MARKET ETF$308.5K4,1650.1%
Exelon Corp$311.9K7,1550.1%
VANGUARD INDUSTRIALS ETF$316.3K1,0600.1%
VANGUARD CONSUMER DISCRETIONARY ETF$316.7K8040.1%
VANGUARD MATERIALS ETF$316.7K1,5260.1%
SCHWAB EMERGING MARKETS EQUITY ETF$319.6K9,7590.1%
CHARLES SCHWAB US REIT ETF$332.9K15,9350.1%
NVIDIA Corp$345.2K1,8510.1%
MCDONALD'S CORP$365.5K1,1960.1%
CSX CORP$376.7K10,3920.1%
COCA COLA CO$377.8K5,4040.1%
VANGUARD COMMUNICATION SERVICES ETF$385.5K1,9910.1%
Amazon.com Inc$390.5K1,6920.1%
VANGUARD FINANCIALS ETF$407.1K3,0500.1%
Aon plc$407.6K1,1550.1%
VANGUARD HEALTH CARE ETF$452.6K1,5720.1%
STATE STRET TEC SELECT SEC SPDR ETF$471.1K3,2720.1%
WASTE MANAGEMENT INC$472.3K2,1490.1%
VANGUARD SHORT-TERM BONDETF$482.6K6,1240.1%
ISHARES S&P 500 VALUE ETF$493.5K2,3270.1%
WELLS FARGO & COMPANY/MN$505.7K5,4260.2%
Walmart Inc.$520.5K4,6520.2%
MCCORMICK & CO INC$523.2K7,6810.2%
SCHWAB INTERNATIONAL EQUITY ETF$525.8K21,8740.2%
VANGUARD TOTAL WORLD STOCK ETF$538.4K3,8170.2%
SCHWAB SHORT TERM US TREASURY ETF$542.1K22,2430.2%
VANGUARD ESG US STOCK ETF$552.5K4,5670.2%
Tesla Inc$564.8K1,2560.2%
SCHWAB US LARGE CAP VALUE ETF$587.2K19,9140.2%
DYNEX CAPITAL INC$591.1K42,1910.2%
VANGUARD DIVIDEND APPRECIATION ETF$595.3K2,7090.2%
VANGUARD MID CAP VALUE ETF$595.5K2,5070.2%
VANGUARD REAL ESTATE ETF$664.6K7,5100.2%
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