Integrated Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CAPITAL ONE FINANCIAL CORP | $201.9K | 0.2% |
| SPDR S&P MIDCAP 400 ETF TR | $203.3K | 0.2% |
| MCDONALD'S CORP | $204.1K | 0.2% |
| SIMPLIFY EXCHANGE TRADED FUN | $206.0K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $208.3K | 0.2% |
| Tesla Inc | $210.0K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $225.3K | 0.3% |
| Visa Inc | $235.9K | 0.3% |
| PROCTER & GAMBLE Co | $245.7K | 0.3% |
| VANGUARD STAR FDS | $245.9K | 0.3% |
| ISHARES BITCOIN TRUST ETF | $259.9K | 0.3% |
| VANGUARD CHARLOTTE FDS | $267.3K | 0.3% |
| J P MORGAN EXCHANGE TRADED F | $267.4K | 0.3% |
| VANGUARD BD INDEX FDS | $271.8K | 0.3% |
| JPMORGAN CHASE & CO | $281.8K | 0.3% |
| Merck & Co., Inc. | $290.6K | 0.3% |
| iShares MSCI UAE ETF | $293.5K | 0.3% |
| BLACKROCK ETF TRUST II | $296.7K | 0.3% |
| INNOVATOR ETFS TRUST | $311.1K | 0.3% |
| TJX Cos Inc/The | $312.5K | 0.4% |
| Marriott International Inc/MD | $315.2K | 0.4% |
| JOHNSON & JOHNSON | $317.4K | 0.4% |
| ISHARES TR | $320.7K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $324.5K | 0.4% |
| ISHARES TR | $332.2K | 0.4% |
| ConocoPhillips | $338.2K | 0.4% |
| ISHARES TR | $344.5K | 0.4% |
| SIMPLIFY EXCHANGE TRADED FUN | $354.9K | 0.4% |
| SPDR GOLD TR | $370.9K | 0.4% |
| HONEYWELL INTERNATIONAL INC | $373.3K | 0.4% |
| AbbVie Inc. | $392.3K | 0.4% |
| ISHARES TR | $422.9K | 0.5% |
| VANGUARD BD INDEX FDS | $422.9K | 0.5% |
| GLOBAL X FDS | $434.0K | 0.5% |
| STANTEC INC | $434.4K | 0.5% |
| ROYAL CARIBBEAN CRUISES LTD | $444.0K | 0.5% |
| PROGRESSIVE CORP/OH | $470.7K | 0.5% |
| Warren E. Buffett | $494.6K | 0.6% |
| Broadcom Inc. | $496.4K | 0.6% |
| INNOVATOR ETFS TRUST | $518.1K | 0.6% |
| INNOVATOR ETFS TRUST | $519.1K | 0.6% |
| VANGUARD BD INDEX FDS | $522.4K | 0.6% |
| SCHWAB STRATEGIC TR | $523.0K | 0.6% |
| ELEVATION SERIES TRUST | $531.2K | 0.6% |
| ISHARES TR | $541.5K | 0.6% |
| iShares MSCI UAE ETF | $546.9K | 0.6% |
| VANGUARD INDEX FDS | $571.0K | 0.6% |
| VANGUARD INDEX FDS | $612.2K | 0.7% |
| AIM ETF PRODUCTS TRUST | $620.1K | 0.7% |
| INNOVATOR ETFS TRUST | $658.3K | 0.7% |