Note Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SPDR SERIES TRUST | $201.9K | 0.1% |
| CITIGROUP INC | $212.1K | 0.1% |
| SPDR SERIES TRUST | $215.9K | 0.1% |
| ISHARES TR | $221.2K | 0.1% |
| ISHARES TR | $223.8K | 0.1% |
| MORGAN STANLEY ETF TRUST | $224.8K | 0.1% |
| Tesla Inc | $238.0K | 0.1% |
| JPMORGAN CHASE & CO | $250.1K | 0.1% |
| EXXON MOBIL CORP | $251.6K | 0.1% |
| ABRDN PRECIOUS METALS BASKET | $255.2K | 0.1% |
| Walmart Inc. | $255.7K | 0.1% |
| SPDR SERIES TRUST | $260.2K | 0.1% |
| Meta Platforms Inc | $275.9K | 0.1% |
| ISHARES TR | $276.4K | 0.1% |
| ISHARES TR | $279.9K | 0.1% |
| ISHARES TR | $294.6K | 0.2% |
| ISHARES TR | $323.7K | 0.2% |
| ANALOG DEVICES INC | $332.1K | 0.2% |
| M&T BANK CORP | $341.8K | 0.2% |
| HOME DEPOT, INC. | $349.3K | 0.2% |
| SCHWAB STRATEGIC TR | $353.7K | 0.2% |
| ISHARES TR | $359.9K | 0.2% |
| ISHARES TR | $365.2K | 0.2% |
| SCHWAB STRATEGIC TR | $374.5K | 0.2% |
| VANGUARD INDEX FDS | $403.3K | 0.2% |
| Warren E. Buffett | $415.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $426.7K | 0.2% |
| Amazon.com Inc | $426.9K | 0.2% |
| INVESCO QQQ TR | $428.9K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $433.1K | 0.2% |
| VANGUARD INDEX FDS | $437.6K | 0.2% |
| VANGUARD STAR FDS | $446.9K | 0.2% |
| GLOBAL X FDS | $466.8K | 0.2% |
| Broadcom Inc. | $492.2K | 0.3% |
| VANGUARD INDEX FDS | $523.2K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $555.5K | 0.3% |
| Alphabet Inc. | $563.8K | 0.3% |
| United Airlines Holdings Inc | $652.9K | 0.3% |
| VANGUARD WHITEHALL FDS | $701.6K | 0.4% |
| VANGUARD SCOTTSDALE FDS | $724.8K | 0.4% |
| GOLDMAN SACHS ETF TR | $812.9K | 0.4% |
| NBT BANCORP INC | $882.8K | 0.5% |
| ISHARES TR | $939.9K | 0.5% |
| BONDBLOXX ETF TRUST | $944.6K | 0.5% |
| Apple Inc. | $958.7K | 0.5% |
| ISHARES TR | $1.04M | 0.5% |
| SPDR SERIES TRUST | $1.06M | 0.5% |
| MICROSOFT CORP | $1.11M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.16M | 0.6% |
| ISHARES TR | $1.19M | 0.6% |