Note Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD STAR FDS | $446.9K | 0.2% |
| VANGUARD INDEX FDS | $437.6K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $433.1K | 0.2% |
| INVESCO QQQ TR | $428.9K | 0.2% |
| Amazon.com Inc | $426.9K | 0.2% |
| DIMENSIONAL ETF TRUST | $426.7K | 0.2% |
| Warren E. Buffett | $415.7K | 0.2% |
| VANGUARD INDEX FDS | $403.3K | 0.2% |
| SCHWAB STRATEGIC TR | $374.5K | 0.2% |
| ISHARES TR | $365.2K | 0.2% |
| ISHARES TR | $359.9K | 0.2% |
| SCHWAB STRATEGIC TR | $353.7K | 0.2% |
| HOME DEPOT, INC. | $349.3K | 0.2% |
| M&T BANK CORP | $341.8K | 0.2% |
| ANALOG DEVICES INC | $332.1K | 0.2% |
| ISHARES TR | $323.7K | 0.2% |
| ISHARES TR | $294.6K | 0.2% |
| ISHARES TR | $279.9K | 0.1% |
| ISHARES TR | $276.4K | 0.1% |
| Meta Platforms Inc | $275.9K | 0.1% |
| SPDR SERIES TRUST | $260.2K | 0.1% |
| Walmart Inc. | $255.7K | 0.1% |
| ABRDN PRECIOUS METALS BASKET | $255.2K | 0.1% |
| EXXON MOBIL CORP | $251.6K | 0.1% |
| JPMORGAN CHASE & CO | $250.1K | 0.1% |
| Tesla Inc | $238.0K | 0.1% |
| MORGAN STANLEY ETF TRUST | $224.8K | 0.1% |
| ISHARES TR | $223.8K | 0.1% |
| ISHARES TR | $221.2K | 0.1% |
| SPDR SERIES TRUST | $215.9K | 0.1% |
| CITIGROUP INC | $212.1K | 0.1% |
| SPDR SERIES TRUST | $201.9K | 0.1% |