13F value (AUM)
$72.7B
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| AAPL | APPLE INC | 4.0% | $2.9B | 10.2M | +15.0% |
| JPM | JPMORGAN CHASE CO | 3.1% | $2.2B | 6.8M | +2.0% |
| GOOG | ALPHABET INC | 3.0% | $2.2B | 6.3M | -1.4% |
| MSFT | MICROSOFT CORP | 3.0% | $2.2B | 5.8M | +39.4% |
| GEV | GE VERNOVA INC | 2.3% | $1.6B | 1.4M | -4.6% |
| VEA | VANGUARD TAXMANAGED FDS | 2.2% | $1.6B | 22.5M | — |
| IWD | ISHARES TR | 2.1% | $1.5B | 6.2M | — |
| IWF | ISHARES TR | 2.0% | $1.4B | 11.6M | — |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.9% | $1.4B | 2.8M | -5.5% |
| AMZN | AMAZON COM INC | 1.9% | $1.4B | 5.7M | +6.0% |
| GE | GE AEROSPACE | 1.9% | $1.3B | 3.6M | -23.9% |
| JNJ | JOHNSON JOHNSON | 1.7% | $1.2B | 4.8M | +1.2% |
| IWR | ISHARES TR | 1.6% | $1.2B | 10.7M | — |
| HD | HOME DEPOT INC | 1.4% | $1.0B | 3.0M | -19.2% |
| NVDA | NVIDIA CORPORATION | 1.4% | $1.0B | 5.0M | +18.1% |