Burk Holdings LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $542.4K | 0.3% |
| EXXON MOBIL CORP | $511.2K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $487.6K | 0.2% |
| ISHARES TR | $473.8K | 0.2% |
| INVESCO EXCHANGE TRADED FD T | $467.4K | 0.2% |
| DIMENSIONAL ETF TRUST | $447.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $437.7K | 0.2% |
| DIMENSIONAL ETF TRUST | $416.3K | 0.2% |
| VANGUARD INDEX FDS | $405.9K | 0.2% |
| SCHWAB STRATEGIC TR | $401.2K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $360.1K | 0.2% |
| ISHARES TR | $318.9K | 0.2% |
| SCHWAB STRATEGIC TR | $301.7K | 0.1% |
| SPDR SERIES TRUST | $293.3K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $292.3K | 0.1% |
| ONEOK Inc | $272.0K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $256.9K | 0.1% |
| VANGUARD MUN BD FDS | $255.9K | 0.1% |
| EATON VANCE ENHANCED EQUITY | $240.5K | 0.1% |
| BANK OF AMERICA CORP /DE | $240.1K | 0.1% |
| ONE Gas, Inc. | $236.8K | 0.1% |
| Alphabet Inc. | $235.0K | 0.1% |
| AMERICAN CENTY ETF TR | $220.1K | 0.1% |
| SPDR DOW JONES INDL AVERAGE | $212.9K | 0.1% |
| ISHARES TR | $212.3K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $210.9K | 0.1% |
| Salesforce Inc | $208.5K | 0.1% |
| indie Semiconductor, Inc. | $63.9K | 0.0% |