Valley National Advisers Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SCHWAB STRATEGIC TR | $53.0K | 7.3% |
| SCHWAB STRATEGIC TR | $32.6K | 4.5% |
| SCHWAB STRATEGIC TR | $28.9K | 4.0% |
| Apple Inc. | $28.7K | 4.0% |
| VANGUARD INDEX FDS | $27.6K | 3.8% |
| FIDELITY MERRIMACK STR TR | $27.1K | 3.8% |
| PIMCO ETF TR | $23.8K | 3.3% |
| SCHWAB STRATEGIC TR | $20.1K | 2.8% |
| MICROSOFT CORP | $19.2K | 2.7% |
| ISHARES TR | $17.3K | 2.4% |
| ISHARES TR | $15.7K | 2.2% |
| SCHWAB STRATEGIC TR | $11.0K | 1.5% |
| LAM RESEARCH CORP | $10.3K | 1.4% |
| DIMENSIONAL ETF TRUST | $10.1K | 1.4% |
| Alphabet Inc. | $9.3K | 1.3% |
| ISHARES U S ETF TR | $9.2K | 1.3% |
| SCHWAB STRATEGIC TR | $8.4K | 1.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $8.4K | 1.2% |
| Amazon.com Inc | $8.3K | 1.2% |
| VANGUARD WORLD FD | $7.0K | 1.0% |
| NVIDIA Corp | $6.4K | 0.9% |
| Meta Platforms Inc | $5.8K | 0.8% |
| PIMCO ETF TR | $5.7K | 0.8% |
| Broadcom Inc. | $5.7K | 0.8% |
| SCHWAB STRATEGIC TR | $5.5K | 0.8% |
| ELI LILLY & Co | $5.4K | 0.7% |
| ISHARES INC | $5.4K | 0.7% |
| Merck & Co., Inc. | $4.7K | 0.7% |
| Warren E. Buffett | $4.6K | 0.6% |
| KLA CORP | $4.4K | 0.6% |
| GILEAD SCIENCES, INC. | $3.9K | 0.5% |
| LOCKHEED MARTIN CORP | $3.8K | 0.5% |
| JPMORGAN CHASE & CO | $3.7K | 0.5% |
| AMGEN INC | $3.5K | 0.5% |
| INVESCO QQQ TR | $3.5K | 0.5% |
| VANECK ETF TRUST | $3.5K | 0.5% |
| ALTRIA GROUP, INC. | $3.4K | 0.5% |
| SCHWAB STRATEGIC TR | $3.4K | 0.5% |
| APPLIED MATERIALS INC /DE | $3.3K | 0.5% |
| Philip Morris International Inc. | $3.2K | 0.5% |
| VANGUARD INDEX FDS | $3.2K | 0.4% |
| ISHARES TR | $3.2K | 0.4% |
| ABRDN FDS | $3.1K | 0.4% |
| LOWES COMPANIES INC | $3.0K | 0.4% |
| SPDR GOLD TR | $2.9K | 0.4% |
| ISHARES TR | $2.8K | 0.4% |
| VANGUARD SCOTTSDALE FDS | $2.8K | 0.4% |
| SCHWAB STRATEGIC TR | $2.8K | 0.4% |
| ANALOG DEVICES INC | $2.7K | 0.4% |
| VANGUARD INDEX FDS | $2.7K | 0.4% |