Milestone Asset Management Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AT&T INC. | $818.4K | 0.5% |
| VANGUARD INDEX FDS | $811.8K | 0.5% |
| SPDR INDEX SHS FDS | $809.4K | 0.5% |
| ISHARES TR | $806.5K | 0.5% |
| Broadcom Inc. | $785.3K | 0.4% |
| BLACKROCK ETF TRUST II | $746.4K | 0.4% |
| ISHARES TR | $738.4K | 0.4% |
| INVESCO EXCH TRADED FD TR II | $704.0K | 0.4% |
| AUTOMATIC DATA PROCESSING INC | $676.8K | 0.4% |
| WISDOMTREE TR | $649.2K | 0.4% |
| JPMORGAN CHASE & CO | $631.5K | 0.4% |
| VANGUARD INDEX FDS | $606.0K | 0.3% |
| ISHARES TR | $605.6K | 0.3% |
| iShares MSCI UAE ETF | $587.5K | 0.3% |
| ISHARES TR | $580.9K | 0.3% |
| FactSet Research Systems Inc | $574.6K | 0.3% |
| CARRIER GLOBAL Corp | $569.7K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $568.8K | 0.3% |
| INVESCO GALAXY BITCOIN ETF | $545.3K | 0.3% |
| ORACLE CORP | $538.1K | 0.3% |
| SPDR SERIES TRUST | $498.7K | 0.3% |
| VANGUARD STAR FDS | $496.4K | 0.3% |
| INTERNATIONAL BUSINESS MACHINES CORP | $494.1K | 0.3% |
| VANGUARD WHITEHALL FDS | $491.9K | 0.3% |
| VANGUARD WORLD FD | $487.4K | 0.3% |
| Otis Worldwide Corp | $469.1K | 0.3% |
| ISHARES INC | $461.4K | 0.3% |
| ISHARES TR | $453.4K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $437.7K | 0.2% |
| iShares MSCI UAE ETF | $433.8K | 0.2% |
| AMERICAN CENTY ETF TR | $426.2K | 0.2% |
| GENERAL ELECTRIC CO | $414.8K | 0.2% |
| ISHARES TR | $405.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $398.8K | 0.2% |
| ISHARES TR | $391.2K | 0.2% |
| ISHARES TR | $379.2K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $378.5K | 0.2% |
| VERIZON COMMUNICATIONS INC | $346.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $346.0K | 0.2% |
| ARK ETF TR | $334.7K | 0.2% |
| APPLIED MATERIALS INC /DE | $329.5K | 0.2% |
| VANGUARD INDEX FDS | $327.2K | 0.2% |
| HOME DEPOT, INC. | $320.2K | 0.2% |
| SCHWAB STRATEGIC TR | $313.4K | 0.2% |
| ETF OPPORTUNITIES TRUST | $307.5K | 0.2% |
| SPDR SERIES TRUST | $299.8K | 0.2% |
| TERADYNE, INC | $292.3K | 0.2% |
| ISHARES TR | $287.5K | 0.2% |
| Palantir Technologies Inc | $286.2K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $282.9K | 0.2% |