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Invested Advisors

All holdings · as of Dec 31, 2025

134 positions

CompanyClassValueShares% of portfolio
MCKESSON CORP—$347.8K4240.4%
CATERPILLAR INC—$352.3K6150.4%
iShares MSCI UAE ETF—$362.0K3,8440.4%
SCHWAB STRATEGIC TR—$363.9K13,3730.4%
ISHARES TR—$365.9K5,2710.4%
Walmart Inc.—$368.7K3,3090.4%
FRANKLIN TEMPLETON ETF TR—$372.3K10,9340.4%
Vertiv Holdings Co—$379.9K2,3450.4%
Warren E. Buffett—$380.0K7560.4%
BANK OF AMERICA CORP /DE—$380.7K6,9210.4%
ISHARES TR—$381.1K2,7830.4%
BRISTOL MYERS SQUIBB CO—$391.3K7,2540.4%
ISHARES TR—$392.5K1,2150.4%
VANGUARD WHITEHALL FDS—$397.5K4,4160.4%
ISHARES TR—$406.1K2,2410.4%
ISHARES INC—$410.2K13,1630.4%
PROCTER & GAMBLE Co—$415.5K2,8990.4%
ISHARES TR—$423.1K5,0240.4%
PRUDENTIAL FINANCIAL INC—$431.2K3,8200.4%
Exelon Corp—$432.2K9,9150.4%
AMGEN INC—$438.3K1,3390.5%
ISHARES TR—$444.0K3,1480.5%
WISDOMTREE TR—$445.8K9,5430.5%
VANGUARD INDEX FDS—$450.4K7180.5%
ISHARES TR—$457.7K12,2380.5%
INTERNATIONAL BUSINESS MACHINES CORP—$458.8K1,5490.5%
CHEVRON CORP—$459.4K3,0140.5%
BROOKFIELD RENEWABLE CORP—$463.7K12,0950.5%
FNB CORP/PA—$468.6K27,4030.5%
QUALCOMM INC/DE—$481.7K2,8160.5%
iShares MSCI UAE ETF—$482.9K4,3820.5%
ISHARES TR—$504.5K9,9990.5%
Tesla Inc—$510.0K1,1340.5%
TORTOISE ENERGY INFRASTRUCTURE CORPTYGClosed-End Fund$517.6K12,6550.5%
VANGUARD INDEX FDS—$521.1K5,8890.5%
ISHARES TR—$529.5K5,9190.5%
Host Hotels & Resorts Inc—$536.1K30,2360.6%
Meta Platforms Inc—$536.7K8130.6%
AMERICAN EXPRESS CO—$537.9K1,4540.6%
NOVARTIS AG—$547.9K3,9740.6%
HERSHEY CO—$550.5K3,0250.6%
iShares MSCI UAE ETF—$550.5K23,9090.6%
FRANKLIN TEMPLETON ETF TR—$555.6K20,9800.6%
COSTCO WHOLESALE CORP /NEW—$557.9K6470.6%
VERIZON COMMUNICATIONS INC—$563.6K13,8380.6%
GILEAD SCIENCES, INC.—$565.5K4,6070.6%
SCHWAB STRATEGIC TR—$580.2K17,7860.6%
ISHARES TR—$581.1K5,5850.6%
ISHARES TR—$616.0K8,4140.6%
VANGUARD WHITEHALL FDS—$620.6K4,3240.6%
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