Excelsior Advisor Network LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WORLD FD | $701.9K | 0.3% |
| ISHARES TR | $729.9K | 0.4% |
| AbbVie Inc. | $774.8K | 0.4% |
| INTEL CORP | $787.6K | 0.4% |
| CATERPILLAR INC | $791.1K | 0.4% |
| VANGUARD WHITEHALL FDS | $810.3K | 0.4% |
| ISHARES TR | $821.6K | 0.4% |
| VANGUARD CHARLOTTE FDS | $840.2K | 0.4% |
| Accenture plc | $873.9K | 0.4% |
| SPDR SERIES TRUST | $937.2K | 0.5% |
| VANGUARD WORLD FD | $952.0K | 0.5% |
| VANGUARD INDEX FDS | $953.7K | 0.5% |
| Alphabet Inc. | $964.3K | 0.5% |
| Warren E. Buffett | $972.6K | 0.5% |
| ISHARES TR | $1.05M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $1.10M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $1.11M | 0.5% |
| INVESCO QQQ TR | $1.12M | 0.5% |
| RTX Corp | $1.12M | 0.5% |
| VANGUARD BD INDEX FDS | $1.13M | 0.6% |
| CISCO SYSTEMS, INC. | $1.14M | 0.6% |
| ISHARES TR | $1.16M | 0.6% |
| HOME DEPOT, INC. | $1.17M | 0.6% |
| ELI LILLY & Co | $1.17M | 0.6% |
| JOHNSON & JOHNSON | $1.19M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.19M | 0.6% |
| VANGUARD INDEX FDS | $1.24M | 0.6% |
| INVESCO EXCHANGE TRADED FD T | $1.24M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.27M | 0.6% |
| COSTCO WHOLESALE CORP /NEW | $1.28M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.33M | 0.6% |
| ISHARES TR | $1.33M | 0.6% |
| SOUTHERN CO | $1.34M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.35M | 0.7% |
| Alphabet Inc. | $1.38M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.38M | 0.7% |
| ISHARES TR | $1.38M | 0.7% |
| Walmart Inc. | $1.45M | 0.7% |
| SELECT SECTOR SPDR TR | $1.48M | 0.7% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.52M | 0.7% |
| BANK OF AMERICA CORP /DE | $1.64M | 0.8% |
| JPMORGAN CHASE & CO | $1.72M | 0.8% |
| VANGUARD MUN BD FDS | $1.77M | 0.9% |
| CHEVRON CORP | $2.56M | 1.2% |
| VICTORY PORTFOLIOS II | $2.63M | 1.3% |
| VANGUARD WHITEHALL FDS | $2.89M | 1.4% |
| VANGUARD INTL EQUITY INDEX F | $2.92M | 1.4% |
| VANGUARD INDEX FDS | $3.03M | 1.5% |
| VANGUARD INTL EQUITY INDEX F | $3.04M | 1.5% |
| Amazon.com Inc | $3.12M | 1.5% |