Milestone Asset Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO QQQ TR | $8.38M | 4.7% |
| VANGUARD INDEX FDS | $7.39M | 4.2% |
| Galaxy Digital Inc. | $6.22M | 3.5% |
| Apple Inc. | $6.12M | 3.5% |
| VANGUARD WORLD FD | $5.73M | 3.2% |
| RTX Corp | $5.50M | 3.1% |
| ISHARES TR | $5.38M | 3.0% |
| SCHWAB STRATEGIC TR | $5.05M | 2.9% |
| SPDR SERIES TRUST | $4.54M | 2.6% |
| FIDELITY WISE ORIGIN BITCOIN | $4.50M | 2.5% |
| VANGUARD WORLD FD | $4.41M | 2.5% |
| SPDR SERIES TRUST | $4.33M | 2.4% |
| Alphabet Inc. | $4.28M | 2.4% |
| MICROSOFT CORP | $4.12M | 2.3% |
| ISHARES TR | $4.10M | 2.3% |
| SCHWAB STRATEGIC TR | $3.80M | 2.1% |
| NVIDIA Corp | $3.57M | 2.0% |
| iShares MSCI UAE ETF | $3.27M | 1.8% |
| DIMENSIONAL ETF TRUST | $3.10M | 1.8% |
| Meta Platforms Inc | $3.02M | 1.7% |
| AMERICAN CENTY ETF TR | $2.69M | 1.5% |
| INVESCO EXCHANGE TRADED FD T | $2.67M | 1.5% |
| VANGUARD INDEX FDS | $2.57M | 1.5% |
| VANGUARD INDEX FDS | $2.48M | 1.4% |
| AMERICAN CENTY ETF TR | $2.44M | 1.4% |
| INVESCO EXCHANGE TRADED FD T | $2.22M | 1.3% |
| Amazon.com Inc | $2.16M | 1.2% |
| VANGUARD WHITEHALL FDS | $2.15M | 1.2% |
| VANGUARD TAX-MANAGED FDS | $2.05M | 1.2% |
| VANGUARD INTL EQUITY INDEX F | $2.03M | 1.1% |
| ISHARES TR | $1.84M | 1.0% |
| Warren E. Buffett | $1.69M | 1.0% |
| Tesla Inc | $1.52M | 0.9% |
| SCHWAB STRATEGIC TR | $1.44M | 0.8% |
| ETF OPPORTUNITIES TRUST | $1.39M | 0.8% |
| Alphabet Inc. | $1.39M | 0.8% |
| SCHWAB STRATEGIC TR | $1.38M | 0.8% |
| ISHARES TR | $1.29M | 0.7% |
| BLACKROCK ETF TRUST | $1.22M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $1.19M | 0.7% |
| GRAYSCALE BITCOIN TRUST ETF | $1.18M | 0.7% |
| SELECT SECTOR SPDR TR | $1.13M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $1.11M | 0.6% |
| ISHARES TR | $1.10M | 0.6% |
| SPDR S&P 500 ETF TR | $1.09M | 0.6% |
| ISHARES TR | $1.07M | 0.6% |
| BLACKROCK ETF TRUST | $1.07M | 0.6% |
| SPDR SERIES TRUST | $978.1K | 0.6% |
| DIMENSIONAL ETF TRUST | $971.0K | 0.5% |
| SPDR SERIES TRUST | $940.4K | 0.5% |