Excelsior Advisor Network LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $3.13M | 1.5% |
| EXXON MOBIL CORP | $3.28M | 1.6% |
| ISHARES TR | $3.76M | 1.8% |
| VANGUARD SPECIALIZED FUNDS | $4.09M | 2.0% |
| VANGUARD SCOTTSDALE FDS | $4.14M | 2.0% |
| MICROSOFT CORP | $4.88M | 2.4% |
| VANGUARD INDEX FDS | $5.07M | 2.5% |
| VANGUARD INDEX FDS | $5.69M | 2.8% |
| VANGUARD INDEX FDS | $5.75M | 2.8% |
| DIMENSIONAL ETF TRUST | $5.79M | 2.8% |
| SCHWAB STRATEGIC TR | $5.80M | 2.8% |
| ISHARES TR | $5.84M | 2.8% |
| VANGUARD INDEX FDS | $5.93M | 2.9% |
| SPDR S&P 500 ETF TR | $6.18M | 3.0% |
| Apple Inc. | $6.20M | 3.0% |
| ISHARES GOLD TR | $6.56M | 3.2% |
| NVIDIA Corp | $7.93M | 3.9% |
| VANGUARD TAX-MANAGED FDS | $10.19M | 5.0% |