Milestone Asset Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD TAX-MANAGED FDS | $2.05M | 1.2% |
| VANGUARD WHITEHALL FDS | $2.15M | 1.2% |
| Amazon.com Inc | $2.16M | 1.2% |
| INVESCO EXCHANGE TRADED FD T | $2.22M | 1.3% |
| AMERICAN CENTY ETF TR | $2.44M | 1.4% |
| VANGUARD INDEX FDS | $2.48M | 1.4% |
| VANGUARD INDEX FDS | $2.57M | 1.5% |
| INVESCO EXCHANGE TRADED FD T | $2.67M | 1.5% |
| AMERICAN CENTY ETF TR | $2.69M | 1.5% |
| Meta Platforms Inc | $3.02M | 1.7% |
| DIMENSIONAL ETF TRUST | $3.10M | 1.8% |
| iShares MSCI UAE ETF | $3.27M | 1.8% |
| NVIDIA Corp | $3.57M | 2.0% |
| SCHWAB STRATEGIC TR | $3.80M | 2.1% |
| ISHARES TR | $4.10M | 2.3% |
| MICROSOFT CORP | $4.12M | 2.3% |
| Alphabet Inc. | $4.28M | 2.4% |
| SPDR SERIES TRUST | $4.33M | 2.4% |
| VANGUARD WORLD FD | $4.41M | 2.5% |
| FIDELITY WISE ORIGIN BITCOIN | $4.50M | 2.5% |
| SPDR SERIES TRUST | $4.54M | 2.6% |
| SCHWAB STRATEGIC TR | $5.05M | 2.9% |
| ISHARES TR | $5.38M | 3.0% |
| RTX Corp | $5.50M | 3.1% |
| VANGUARD WORLD FD | $5.73M | 3.2% |
| Apple Inc. | $6.12M | 3.5% |
| Galaxy Digital Inc. | $6.22M | 3.5% |
| VANGUARD INDEX FDS | $7.39M | 4.2% |
| INVESCO QQQ TR | $8.38M | 4.7% |