Milestone Asset Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| J P MORGAN EXCHANGE TRADED F | $437.7K | 0.2% |
| ISHARES TR | $453.4K | 0.3% |
| ISHARES INC | $461.4K | 0.3% |
| Otis Worldwide Corp | $469.1K | 0.3% |
| VANGUARD WORLD FD | $487.4K | 0.3% |
| VANGUARD WHITEHALL FDS | $491.9K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $494.1K | 0.3% |
| VANGUARD STAR FDS | $496.4K | 0.3% |
| SPDR SERIES TRUST | $498.7K | 0.3% |
| ORACLE CORP | $538.1K | 0.3% |
| INVESCO GALAXY BITCOIN ETF | $545.3K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $568.8K | 0.3% |
| CARRIER GLOBAL Corp | $569.7K | 0.3% |
| FactSet Research Systems Inc | $574.6K | 0.3% |
| ISHARES TR | $580.9K | 0.3% |
| iShares MSCI UAE ETF | $587.5K | 0.3% |
| ISHARES TR | $605.6K | 0.3% |
| VANGUARD INDEX FDS | $606.0K | 0.3% |
| JPMORGAN CHASE & CO | $631.5K | 0.4% |
| WISDOMTREE TR | $649.2K | 0.4% |
| AUTOMATIC DATA PROCESSING INC | $676.8K | 0.4% |
| INVESCO EXCH TRADED FD TR II | $704.0K | 0.4% |
| ISHARES TR | $738.4K | 0.4% |
| BLACKROCK ETF TRUST II | $746.4K | 0.4% |
| Broadcom Inc. | $785.3K | 0.4% |
| ISHARES TR | $806.5K | 0.5% |
| SPDR INDEX SHS FDS | $809.4K | 0.5% |
| VANGUARD INDEX FDS | $811.8K | 0.5% |
| AT&T INC. | $818.4K | 0.5% |
| SPDR SERIES TRUST | $940.4K | 0.5% |
| DIMENSIONAL ETF TRUST | $971.0K | 0.5% |
| SPDR SERIES TRUST | $978.1K | 0.6% |
| BLACKROCK ETF TRUST | $1.07M | 0.6% |
| ISHARES TR | $1.07M | 0.6% |
| SPDR S&P 500 ETF TR | $1.09M | 0.6% |
| ISHARES TR | $1.10M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $1.11M | 0.6% |
| SELECT SECTOR SPDR TR | $1.13M | 0.6% |
| GRAYSCALE BITCOIN TRUST ETF | $1.18M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.19M | 0.7% |
| BLACKROCK ETF TRUST | $1.22M | 0.7% |
| ISHARES TR | $1.29M | 0.7% |
| SCHWAB STRATEGIC TR | $1.38M | 0.8% |
| Alphabet Inc. | $1.39M | 0.8% |
| ETF OPPORTUNITIES TRUST | $1.39M | 0.8% |
| SCHWAB STRATEGIC TR | $1.44M | 0.8% |
| Tesla Inc | $1.52M | 0.9% |
| Warren E. Buffett | $1.69M | 1.0% |
| ISHARES TR | $1.84M | 1.0% |
| VANGUARD INTL EQUITY INDEX F | $2.03M | 1.1% |