Weinberger Asset Management, Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $36.61M | 13.2% |
| Philip Morris International Inc. | $20.37M | 7.3% |
| SCHWAB STRATEGIC TR | $18.75M | 6.8% |
| VANGUARD INDEX FDS | $12.74M | 4.6% |
| SCHWAB STRATEGIC TR | $12.64M | 4.6% |
| DIMENSIONAL ETF TRUST | $12.13M | 4.4% |
| DIMENSIONAL ETF TRUST | $10.15M | 3.7% |
| VANGUARD INDEX FDS | $10.05M | 3.6% |
| SCHWAB STRATEGIC TR | $8.18M | 2.9% |
| VANGUARD INDEX FDS | $7.88M | 2.8% |
| SCHWAB STRATEGIC TR | $7.52M | 2.7% |
| VANGUARD INDEX FDS | $6.94M | 2.5% |
| DIMENSIONAL ETF TRUST | $6.03M | 2.2% |
| BANK OF AMERICA CORP /DE | $5.48M | 2.0% |
| DIMENSIONAL ETF TRUST | $5.16M | 1.9% |
| ISHARES TR | $5.00M | 1.8% |
| ISHARES TR | $4.87M | 1.8% |
| DIMENSIONAL ETF TRUST | $4.18M | 1.5% |
| ISHARES TR | $4.14M | 1.5% |
| SPDR S&P 500 ETF TR | $3.99M | 1.4% |
| J P MORGAN EXCHANGE TRADED F | $3.99M | 1.4% |
| VANGUARD TAX-MANAGED FDS | $3.61M | 1.3% |
| GENERAL ELECTRIC CO | $3.58M | 1.3% |
| Apple Inc. | $3.57M | 1.3% |
| SHOPIFY INC | $3.17M | 1.1% |
| NVIDIA Corp | $3.08M | 1.1% |
| Meta Platforms Inc | $2.91M | 1.0% |
| VANGUARD SPECIALIZED FUNDS | $2.51M | 0.9% |
| ISHARES TR | $2.29M | 0.8% |
| ISHARES TR | $2.20M | 0.8% |
| ISHARES TR | $2.16M | 0.8% |
| VANGUARD INDEX FDS | $2.15M | 0.8% |
| VANGUARD INDEX FDS | $2.08M | 0.8% |
| ALTRIA GROUP, INC. | $1.99M | 0.7% |
| GE Vernova Inc. | $1.95M | 0.7% |
| JPMORGAN CHASE & CO | $1.64M | 0.6% |
| Block, Inc. | $1.48M | 0.5% |
| DIMENSIONAL ETF TRUST | $1.30M | 0.5% |
| KINDER MORGAN, INC. | $1.29M | 0.5% |
| PG&E Corp | $1.25M | 0.4% |
| Alphabet Inc. | $1.24M | 0.4% |
| ATI Inc | $1.01M | 0.4% |
| DEERE & CO | $967.5K | 0.3% |
| MICROSOFT CORP | $966.7K | 0.3% |
| COCA COLA CO | $957.7K | 0.3% |
| Merck & Co., Inc. | $904.7K | 0.3% |
| SPDR SERIES TRUST | $901.7K | 0.3% |
| ROBLOX Corp | $849.7K | 0.3% |
| COSTCO WHOLESALE CORP /NEW | $839.4K | 0.3% |
| United Airlines Holdings Inc | $813.2K | 0.3% |