Copia Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD SMALL CAP VALUE ETF | $562.9K | 0.4% |
| VANGUARD TOTAL WORLD STOCK ETF | $549.4K | 0.4% |
| ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $537.3K | 0.4% |
| VANGUARD MID-CAP ETF | $531.7K | 0.4% |
| ISHARES GOLD TRUST | $523.5K | 0.4% |
| AMPLIFY CYBERSECURITY ETF | $514.8K | 0.4% |
| VANGUARD GROWTH ETF | $477.8K | 0.3% |
| VANECK PHARMACEUTICAL ETF | $467.7K | 0.3% |
| Tesla Inc | $459.6K | 0.3% |
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $451.9K | 0.3% |
| VANGUARD FTSE EUROPE ETF | $451.7K | 0.3% |
| ISHARES MSCI AUSTRALIA ETF | $451.3K | 0.3% |
| ISHARES CORE MSCI EAFE ETF | $446.8K | 0.3% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $446.6K | 0.3% |
| ISHARES MSCI EAFE VALUE ETF | $442.0K | 0.3% |
| ISHARES JPX-NIKKEI 400 ETF | $438.3K | 0.3% |
| ISHARES RUSSELL 1000 GROWTH ETF | $434.0K | 0.3% |
| Alphabet Inc. | $431.0K | 0.3% |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $416.1K | 0.3% |
| INVESCO QQQ TRUST SERIES I | $415.3K | 0.3% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $414.3K | 0.3% |
| ISHARES TREASURY FLOATING RATE BOND ETF | $404.1K | 0.3% |
| VANGUARD MID-CAP GROWTH ETF | $399.7K | 0.3% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | $376.4K | 0.3% |
| INVESCO FUNDAMENTAL INVESTMENT GRADE CORPORATE BOND ETF | $366.9K | 0.3% |
| ISHARES CORE S&P SMALL CAP ETF | $343.1K | 0.2% |
| STATE STREET ENERGY SELECT SECTOR SPDR ETF | $341.9K | 0.2% |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $331.5K | 0.2% |
| VANGUARD MEGA CAP GROWTH ETF | $329.4K | 0.2% |
| NIKE, Inc. | $318.4K | 0.2% |
| ISHARES S&P 500 VALUE ETF | $316.2K | 0.2% |
| GRAYSCALE ETHEREUM STAKING MINI ETF | $314.2K | 0.2% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $308.6K | 0.2% |
| VANGUARD SMALL-CAP GROWTH ETF | $298.2K | 0.2% |
| PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $293.0K | 0.2% |
| GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $263.5K | 0.2% |
| Meta Platforms Inc | $251.5K | 0.2% |
| ISHARES ETHEREUM TRUST ETF | $248.7K | 0.2% |
| Warren E. Buffett | $247.3K | 0.2% |
| Pattern Group Inc.PTRN | $247.3K | 0.2% |
| ISHARES MSCI JAPAN ETF | $238.2K | 0.2% |
| GLOBAL X DEFENSE TECH ETF | $233.7K | 0.2% |
| VANGUARD S&P 500 ETF | $224.9K | 0.2% |
| ORACLE CORP | $222.4K | 0.2% |
| Palo Alto Networks Inc | $217.5K | 0.2% |
| DEFIANCE QUANTUM ETF | $211.6K | 0.2% |
| VANGUARD DIVIDEND APPRECIATION ETF | $210.8K | 0.2% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | $205.3K | 0.1% |
| GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $203.2K | 0.1% |
| INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $201.7K | 0.1% |