Location: Boston, MA
CIK: 0000919497 · Show all filings
Period: Q4 2023 (← Previous) (Next →)
Filing Date: Feb 13, 2024
Total Value: $802M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 278,896 | $53.7M | 6.7% | $192.53 | $85.58 | +122.9% | COM | 037833100 |
| AMZN | AMAZON COM INC | 285,829 | $43.43M | 5.4% | $151.94 | $120.19 | +26.4% | COM | 023135106 |
| GOOGL | ALPHABET INC | 254,770 | $35.59M | 4.4% | $139.69 | $105.81 | +31.0% | CAP STK CL A | 02079K305 |
| MSFT | MICROSOFT CORP | 63,821 | $24M | 3.0% | $376.04 | $102.49 | +261.5% | COM | 594918104 |
| IVV | ISHARES TR | 49,795 | $23.78M | 3.0% | $477.63 | $357.57 | +33.6% | CORE S&P500 ETF | 464287200 |
| V | VISA INC | 85,437 | $22.24M | 2.8% | $260.35 | $65.54 | +291.5% | COM CL A | 92826C839 |
| COST | COSTCO WHSL CORP NEW | 31,403 | $20.73M | 2.6% | $660.08 | $110.77 | +489.4% | COM | 22160K105 |
| DHR | DANAHER CORPORATION | 86,901 | $20.1M | 2.5% | $231.34 | $57.06 | +301.1% | COM | 235851102 |
| AVGO | BROADCOM INC | 15,607 | $17.42M | 2.2% | $1116.25 * | $39.99 | +172.9% | COM | 11135F101 |
| ORLY | OREILLY AUTOMOTIVE INC | 17,586 | $16.71M | 2.1% | $950.08 * | $11.17 | +466.9% | COM | 67103H107 |
| CRM | SALESFORCE INC | 62,533 | $16.45M | 2.1% | $263.14 | $78.91 | +229.5% | COM | 79466L302 |
| INTU | INTUIT | 25,886 | $16.18M | 2.0% | $625.03 | $158.55 | +289.3% | COM | 461202103 |
| JPM | JPMORGAN CHASE & CO | 90,315 | $15.36M | 1.9% | $170.10 * | $64.57 | +152.0% | COM | 46625H100 |
| UNH | UNITEDHEALTH GROUP INC | 29,065 | $15.3M | 1.9% | $526.47 * | $195.91 | +158.2% | COM | 91324P102 |
| MRK | MERCK & CO INC | 138,017 | $15.05M | 1.9% | $109.02 * | $36.40 | +181.0% | COM | 58933Y105 |
| AMT | AMERICAN TOWER CORP NEW | 64,818 | $13.99M | 1.7% | $215.88 * | $186.71 | +8.0% | COM | 03027X100 |
| ABBV | ABBVIE INC | 90,228 | $13.98M | 1.7% | $154.97 * | $43.97 | +228.5% | COM | 00287Y109 |
| NOW | SERVICENOW INC | 19,146 | $13.53M | 1.7% | $706.49 * | $94.19 | +50.0% | COM | 81762P102 |
| QCOM | QUALCOMM INC | 92,103 | $13.32M | 1.7% | $144.63 * | $52.96 | +162.0% | COM | 747525103 |
| XOM | EXXON MOBIL CORP | 125,850 | $12.58M | 1.6% | $99.98 * | $51.38 | +81.5% | COM | 30231G102 |
| PANW | PALO ALTO NETWORKS INC | 42,506 | $12.53M | 1.6% | $294.88 * | $75.92 | +94.2% | COM | 697435105 |
| IEF | ISHARES TR | 128,965 | $12.43M | 1.6% | $96.39 | $97.00 | -0.6% | 7-10 YR TRSY BD | 464287440 |
| VRSK | VERISK ANALYTICS INC | 51,394 | $12.28M | 1.5% | $238.86 | $81.12 | +190.7% | COM | 92345Y106 |
| NEE | NEXTERA ENERGY INC | 196,798 | $11.95M | 1.5% | $60.74 * | $55.01 | +4.1% | COM | 65339F101 |
| STE | STERIS PLC | 53,463 | $11.75M | 1.5% | $219.85 | $111.25 | +94.3% | SHS USD | G8473T100 |
| ADBE | ADOBE INC | 19,128 | $11.41M | 1.4% | $596.60 | $189.02 | +215.6% | COM | 00724F101 |
| IQV | IQVIA HLDGS INC | 49,215 | $11.39M | 1.4% | $231.38 | $147.05 | +57.4% | COM | 46266C105 |
| SPGI | S&P GLOBAL INC | 24,851 | $10.95M | 1.4% | $440.52 | $394.19 | +10.1% | COM | 78409V104 |
| FTV | FORTIVE CORP | 136,171 | $10.03M | 1.3% | $73.63 * | $36.42 | +51.0% | COM | 34959J108 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 27,752 | $9.898M | 1.2% | $356.66 | $171.39 | +108.1% | CL B NEW | 084670702 |
| EQIX | EQUINIX INC | 12,113 | $9.755M | 1.2% | $805.36 * | $578.99 | +33.3% | COM | 29444U700 |
| VCSH | VANGUARD SCOTTSDALE FDS | 120,193 | $9.299M | 1.2% | $77.37 | $76.19 | +1.5% | SHRT TRM CORP BD | 92206C409 |
| MDLZ | MONDELEZ INTL INC | 127,322 | $9.222M | 1.2% | $72.43 * | $38.26 | +78.7% | CL A | 609207105 |
| XYL | XYLEM INC | 77,549 | $8.869M | 1.1% | $114.36 * | $79.10 | +41.3% | COM | 98419M100 |
| SNPS | SYNOPSYS INC | 15,129 | $7.79M | 1.0% | $514.91 | $424.62 | +21.3% | COM | 871607107 |
| VGSH | VANGUARD SCOTTSDALE FDS | 132,080 | $7.704M | 1.0% | $58.33 | $58.41 | -0.1% | SHORT TERM TREAS | 92206C102 |
| FISV | FISERV INC | 57,944 | $7.697M | 1.0% | $132.84 | $105.34 | +26.1% | COM | 337738108 |
| SYK | STRYKER CORPORATION | 25,227 | $7.554M | 0.9% | $299.46 | $120.31 | +144.4% | COM | 863667101 |
| ECL | ECOLAB INC | 37,565 | $7.451M | 0.9% | $198.35 | $130.77 | +48.7% | COM | 278865100 |
| MSCI | MSCI INC | 12,653 | $7.157M | 0.9% | $565.65 * | $322.42 | +71.3% | COM | 55354G100 |
| EL | LAUDER ESTEE COS INC | 46,535 | $6.806M | 0.8% | $146.25 * | $89.58 | +56.9% | CL A | 518439104 |
| SBUX | STARBUCKS CORP | 66,281 | $6.364M | 0.8% | $96.01 * | $43.15 | +111.3% | COM | 855244109 |
| ROP | ROPER TECHNOLOGIES INC | 11,551 | $6.297M | 0.8% | $545.17 | $160.32 | +235.4% | COM | 776696106 |
| GOOG | ALPHABET INC | 44,380 | $6.255M | 0.8% | $140.93 | $106.81 | +31.0% | CAP STK CL C | 02079K107 |
| META | META PLATFORMS INC | 16,560 | $5.861M | 0.7% | $353.95 | $92.48 | +280.1% | CL A | 30303M102 |
| IJR | ISHARES TR | 50,877 | $5.507M | 0.7% | $108.25 | $72.29 | +49.7% | CORE S&P SCP ETF | 464287804 |
| USFR | WISDOMTREE TR | 107,422 | $5.397M | 0.7% | $50.24 | $50.31 | -0.1% | FLOATNG RAT TREA | 97717Y527 |
| ODFL | OLD DOMINION FREIGHT LINE IN | 13,236 | $5.365M | 0.7% | $405.33 * | $110.94 | +80.4% | COM | 679580100 |
| HD | HOME DEPOT INC | 14,063 | $4.874M | 0.6% | $346.56 * | $88.02 | +275.0% | COM | 437076102 |
| CB | CHUBB LIMITED | 20,965 | $4.738M | 0.6% | $226.00 | $109.09 | +103.1% | COM | H1467J104 |
| IJH | ISHARES TR | 16,085 | $4.458M | 0.6% | $277.16 * | $35.88 | +54.5% | CORE S&P MCP ETF | 464287507 |
| ABT | ABBOTT LABS | 38,486 | $4.236M | 0.5% | $110.07 * | $40.68 | +160.3% | COM | 002824100 |
| BR | BROADRIDGE FINL SOLUTIONS IN | 20,560 | $4.23M | 0.5% | $205.75 * | $59.43 | +235.4% | COM | 11133T103 |
| PEP | PEPSICO INC | 24,228 | $4.115M | 0.5% | $169.84 * | $78.84 | +100.7% | COM | 713448108 |
| PYPL | PAYPAL HLDGS INC | 66,274 | $4.07M | 0.5% | $61.41 | $88.65 | -30.9% | COM | 70450Y103 |
| WSO | WATSCO INC | 9,467 | $4.056M | 0.5% | $428.47 | $164.69 | +160.2% | COM | 942622200 |
| RNR | RENAISSANCERE HLDGS LTD | 18,523 | $3.631M | 0.5% | $196.00 | $117.42 | +66.9% | COM | G7496G103 |
| DIS | DISNEY WALT CO | 38,694 | $3.494M | 0.4% | $90.29 | $103.10 | -14.2% | COM | 254687106 |
| — | APTIV PLC | 36,928 | $3.313M | 0.4% | $89.72 | $131.81 | — | SHS | G6095L109 |
| CVX | CHEVRON CORP NEW | 20,712 | $3.089M | 0.4% | $149.16 * | $82.43 | +65.8% | COM | 166764100 |
| EXC | EXELON CORP | 84,032 | $3.017M | 0.4% | $35.90 * | $23.50 | +41.5% | COM | 30161N101 |
| IWR | ISHARES TR | 35,664 | $2.772M | 0.3% | $77.73 | $48.01 | +61.9% | RUS MID CAP ETF | 464287499 |
| TMO | THERMO FISHER SCIENTIFIC INC | 5,222 | $2.772M | 0.3% | $530.79 | $239.16 | +120.6% | COM | 883556102 |
| SPY | SPDR S&P 500 ETF TR | 5,646 | $2.684M | 0.3% | $475.31 | $222.84 | +113.3% | TR UNIT | 78462F103 |
| LOW | LOWES COS INC | 11,651 | $2.593M | 0.3% | $222.55 * | $45.64 | +369.1% | COM | 548661107 |
| VLTO | VERALTO CORP | 29,141 | $2.397M | 0.3% | $82.26 | $73.75 | +10.6% | COM SHS | 92338C103 |
| PG | PROCTER AND GAMBLE CO | 16,336 | $2.394M | 0.3% | $146.54 * | $67.43 | +106.6% | COM | 742718109 |
| IWF | ISHARES TR | 7,888 | $2.391M | 0.3% | $303.17 * | $24.91 | +204.2% | RUS 1000 GRW ETF | 464287614 |
| JNJ | JOHNSON & JOHNSON | 14,459 | $2.266M | 0.3% | $156.74 * | $93.73 | +57.3% | COM | 478160104 |
| EOG | EOG RES INC | 18,618 | $2.252M | 0.3% | $120.95 * | $75.92 | +49.6% | COM | 26875P101 |
| ROL | ROLLINS INC | 51,020 | $2.228M | 0.3% | $43.67 * | $39.14 | +8.8% | COM | 775711104 |
| WCN | WASTE CONNECTIONS INC | 14,626 | $2.183M | 0.3% | $149.27 | $91.54 | +61.2% | COM | 94106B101 |
| NKE | NIKE INC | 19,264 | $2.091M | 0.3% | $108.57 * | $46.68 | +123.4% | CL B | 654106103 |
| CEG | CONSTELLATION ENERGY CORP | 17,882 | $2.09M | 0.3% | $116.89 | $50.05 | +130.7% | COM | 21037T109 |
| TGT | TARGET CORP | 14,212 | $2.024M | 0.3% | $142.42 * | $142.66 | -7.1% | COM | 87612E106 |
| PNC | PNC FINL SVCS GROUP INC | 12,713 | $1.969M | 0.2% | $154.85 * | $50.18 | +186.4% | COM | 693475105 |
| PSA | PUBLIC STORAGE | 6,120 | $1.867M | 0.2% | $305.00 * | $256.05 | +9.9% | COM | 74460D109 |
| VTEB | VANGUARD MUN BD FDS | 36,300 | $1.853M | 0.2% | $51.05 | $50.24 | +1.6% | TAX EXEMPT BD | 922907746 |
| UNP | UNION PAC CORP | 7,332 | $1.801M | 0.2% | $245.62 * | $132.36 | +77.3% | COM | 907818108 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 3 | $1.628M | 0.2% | $542625.00 | $209055.16 | +159.6% | CL A | 084670108 |
| MNST | MONSTER BEVERAGE CORP NEW | 26,117 | $1.505M | 0.2% | $57.61 | $50.02 | +15.2% | COM | 61174X109 |
| MA | MASTERCARD INCORPORATED | 3,253 | $1.387M | 0.2% | $426.46 | $116.61 | +261.6% | CL A | 57636Q104 |
| — | LAM RESEARCH CORP | 1,758 | $1.377M | 0.2% | $783.21 | $199.52 | — | COM | 512807108 |
| AVY | AVERY DENNISON CORP | 6,745 | $1.364M | 0.2% | $202.16 * | $91.53 | +112.8% | COM | 053611109 |
| IWM | ISHARES TR | 6,673 | $1.339M | 0.2% | $200.71 | $122.81 | +63.4% | RUSSELL 2000 ETF | 464287655 |
| ADP | AUTOMATIC DATA PROCESSING IN | 5,598 | $1.304M | 0.2% | $232.97 * | $87.67 | +154.4% | COM | 053015103 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2,461 | $1.249M | 0.2% | $507.38 | $259.15 | +95.8% | UTSER1 S&PDCRP | 78467Y107 |
| ZTS | ZOETIS INC | 5,986 | $1.181M | 0.1% | $197.37 * | $156.22 | +23.5% | CL A | 98978V103 |
| PAYX | PAYCHEX INC | 8,730 | $1.04M | 0.1% | $119.11 * | $26.75 | +319.0% | COM | 704326107 |
| RTX | RTX CORPORATION | 11,783 | $991K | 0.1% | $84.14 * | $77.40 | +4.3% | COM | 75513E101 |
| IWD | ISHARES TR | 5,816 | $961K | 0.1% | $165.24 | $113.54 | +45.5% | RUS 1000 VAL ETF | 464287598 |
| APD | AIR PRODS & CHEMS INC | 3,323 | $910K | 0.1% | $273.80 * | $92.35 | +181.3% | COM | 009158106 |
| VGIT | VANGUARD SCOTTSDALE FDS | 14,750 | $875K | 0.1% | $59.32 | $57.64 | +2.9% | INTER TERM TREAS | 92206C706 |
| NOC | NORTHROP GRUMMAN CORP | 1,795 | $840K | 0.1% | $468.14 * | $169.22 | +167.4% | COM | 666807102 |
| FIS | FIDELITY NATL INFORMATION SV | 13,189 | $792K | 0.1% | $60.07 * | $63.53 | -9.2% | COM | 31620M106 |
| — | BLACKROCK INC | 970 | $787K | 0.1% | $811.80 | $549.38 | — | COM | 09247X101 |
| XPO | XPO INC | 8,695 | $762K | 0.1% | $87.59 | $26.71 | +227.9% | COM | 983793100 |
| NVDA | NVIDIA CORPORATION | 1,466 | $726K | 0.1% | $495.22 * | $15.38 | +221.9% | COM | 67066G104 |
| ELV | ELEVANCE HEALTH INC | 1,525 | $719K | 0.1% | $471.56 * | $330.76 | +38.0% | COM | 036752103 |
| ARRY | ARRAY TECHNOLOGIES INC | 36,185 | $608K | 0.1% | $16.80 | $17.25 | -2.6% | COM SHS | 04271T100 |
| INTC | INTEL CORP | 12,067 | $606K | 0.1% | $50.25 | $23.23 | +113.5% | COM | 458140100 |
| ACN | ACCENTURE PLC IRELAND | 1,665 | $584K | 0.1% | $350.91 * | $167.99 | +102.7% | SHS CLASS A | G1151C101 |
| WMT | WALMART INC | 3,357 | $529K | 0.1% | $157.65 * | $30.20 | +70.3% | COM | 931142103 |
| IDXX | IDEXX LABS INC | 925 | $513K | 0.1% | $555.05 | $300.08 | +85.0% | COM | 45168D104 |
| KO | COCA COLA CO | 8,575 | $505K | 0.1% | $58.93 * | $28.68 | +93.7% | COM | 191216100 |
| IBB | ISHARES TR | 3,600 | $489K | 0.1% | $135.85 | $158.83 | -14.5% | ISHARES BIOTECH | 464287556 |
| AGG | ISHARES TR | 4,685 | $465K | 0.1% | $99.25 | $101.12 | -1.9% | CORE US AGGBD ET | 464287226 |
| EPAM | EPAM SYS INC | 1,555 | $462K | 0.1% | $297.34 | $215.94 | +37.7% | COM | 29414B104 |
| CI | THE CIGNA GROUP | 1,524 | $456K | 0.1% | $299.45 * | $177.44 | +62.7% | COM | 125523100 |
| IVW | ISHARES TR | 5,945 | $446K | 0.1% | $75.09 | $58.70 | +27.9% | S&P 500 GRWT ETF | 464287309 |
| CGW | INVESCO EXCH TRADED FD TR II | 8,400 | $445K | 0.1% | $53.01 | $56.84 | -6.7% | S&P GBL WATER | 46138E263 |
| LLY | ELI LILLY & CO | 761 | $444K | 0.1% | $582.92 | $243.85 | +135.7% | COM | 532457108 |
| JMST | J P MORGAN EXCHANGE TRADED F | 8,700 | $441K | 0.1% | $50.74 | $50.63 | +0.2% | ULTRA SHT MUNCPL | 46641Q654 |
| ROK | ROCKWELL AUTOMATION INC | 1,400 | $435K | 0.1% | $310.48 * | $76.44 | +292.3% | COM | 773903109 |
| MTD | METTLER TOLEDO INTERNATIONAL | 345 | $418K | 0.1% | $1212.96 | $1204.56 | +0.7% | COM | 592688105 |
| URI | UNITED RENTALS INC | 726 | $416K | 0.1% | $573.42 | $318.25 | +77.0% | COM | 911363109 |
| PFE | PFIZER INC | 14,255 | $410K | 0.1% | $28.79 * | $28.10 | -10.0% | COM | 717081103 |
| AMGN | AMGEN INC | 1,401 | $404K | 0.1% | $288.02 * | $190.75 | +41.9% | COM | 031162100 |
| ORCL | ORACLE CORP | 3,780 | $399K | 0.0% | $105.43 * | $45.51 | +126.6% | COM | 68389X105 |
| BAC | BANK AMERICA CORP | 11,703 | $394K | 0.0% | $33.67 * | $19.32 | +66.1% | COM | 060505104 |
| CVS | CVS HEALTH CORP | 4,975 | $393K | 0.0% | $78.96 * | $57.55 | +26.3% | COM | 126650100 |
| IWP | ISHARES TR | 3,742 | $391K | 0.0% | $104.46 | $72.76 | +43.6% | RUS MD CP GR ETF | 464287481 |
| GXO | GXO LOGISTICS INCORPORATED | 6,370 | $390K | 0.0% | $61.16 | $75.70 | -19.2% | COMMON STOCK | 36262G101 |
| PH | PARKER-HANNIFIN CORP | 785 | $362K | 0.0% | $460.70 * | $95.01 | +375.0% | COM | 701094104 |
| BDX | BECTON DICKINSON & CO | 1,466 | $357K | 0.0% | $243.83 * | $171.29 | +37.0% | COM | 075887109 |
| VB | VANGUARD INDEX FDS | 1,630 | $348K | 0.0% | $213.33 | $188.97 | +12.9% | SMALL CP ETF | 922908751 |
| PLD | PROLOGIS INC. | 2,500 | $333K | 0.0% | $133.30 * | $92.14 | +35.3% | COM | 74340W103 |
| CAT | CATERPILLAR INC | 1,090 | $322K | 0.0% | $295.67 * | $206.59 | +38.8% | COM | 149123101 |
| EW | EDWARDS LIFESCIENCES CORP | 3,988 | $304K | 0.0% | $76.25 | $98.04 | -22.2% | COM | 28176E108 |
| IBM | INTERNATIONAL BUSINESS MACHS | 1,772 | $290K | 0.0% | $163.55 * | $112.10 | +37.3% | COM | 459200101 |
| ITW | ILLINOIS TOOL WKS INC | 1,047 | $274K | 0.0% | $261.94 * | $199.62 | +25.1% | COM | 452308109 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2,128 | $273K | 0.0% | $128.43 * | $95.52 | +31.3% | COM | 45866F104 |
| EEM | ISHARES TR | 6,590 | $265K | 0.0% | $40.21 | $43.74 | -8.1% | MSCI EMG MKT ETF | 464287234 |
| ISRG | INTUITIVE SURGICAL INC | 783 | $264K | 0.0% | $337.36 | $243.83 | +38.4% | COM NEW | 46120E602 |
| MCD | MCDONALDS CORP | 876 | $260K | 0.0% | $296.66 * | $110.48 | +156.1% | COM | 580135101 |
| CL | COLGATE PALMOLIVE CO | 3,220 | $257K | 0.0% | $79.71 * | $47.77 | +59.4% | COM | 194162103 |
| FLOT | ISHARES TR | 5,000 | $253K | 0.0% | $50.62 | $50.22 | +0.8% | FLTG RATE NT ETF | 46429B655 |
| EPD | ENTERPRISE PRODS PARTNERS L | 9,497 | $250K | 0.0% | $26.35 | $24.12 | — | COM | 293792107 |
| BND | VANGUARD BD INDEX FDS | 3,390 | $249K | 0.0% | $73.55 | $71.39 | +3.0% | TOTAL BND MRKT | 921937835 |
| WAT | WATERS CORP | 745 | $245K | 0.0% | $329.23 | $112.91 | +191.6% | COM | 941848103 |
| IGSB | ISHARES TR | 4,766 | $244K | 0.0% | $51.28 | $50.42 | +1.7% | ISHS 1-5YR INVS | 464288646 |
| IVE | ISHARES TR | 1,375 | $239K | 0.0% | $173.89 | $160.73 | +8.2% | S&P 500 VAL ETF | 464287408 |
| FDS | FACTSET RESH SYS INC | 500 | $239K | 0.0% | $477.05 * | $102.95 | +353.8% | COM | 303075105 |
| AXP | AMERICAN EXPRESS CO | 1,269 | $238K | 0.0% | $187.34 * | $156.99 | +16.4% | COM | 025816109 |
| CSX | CSX CORP | 6,675 | $231K | 0.0% | $34.67 * | $28.31 | +18.9% | COM | 126408103 |
| CSCO | CISCO SYS INC | 4,507 | $228K | 0.0% | $50.52 * | $41.47 | +14.4% | COM | 17275R102 |
| HON | HONEYWELL INTL INC | 1,068 | $224K | 0.0% | $209.71 * | $172.33 | +9.9% | COM | 438516106 |
| CCI | CROWN CASTLE INC | 1,915 | $221K | 0.0% | $115.19 * | $113.66 | -9.2% | COM | 22822V101 |
| KKR | KKR & CO INC | 2,622 | $217K | 0.0% | $82.85 | $66.83 | +22.5% | COM | 48251W104 |
| MCHP | MICROCHIP TECHNOLOGY INC. | 2,336 | $211K | 0.0% | $90.18 * | $76.96 | +11.1% | COM | 595017104 |
| MRSH | MARSH & MCLENNAN COS INC | 1,110 | $210K | 0.0% | $189.47 * | $155.95 | +17.9% | COM | 571748102 |
| OTIS | OTIS WORLDWIDE CORP | 2,300 | $206K | 0.0% | $89.47 * | $80.24 | +7.8% | COM | 68902V107 |
| NYF | ISHARES TR | 3,800 | $206K | 0.0% | $54.09 | $52.05 | +3.9% | NEW YORK MUN ETF | 464288323 |
| GLD | SPDR GOLD TR | 1,070 | $205K | 0.0% | $191.17 | $183.27 | +4.3% | GOLD SHS | 78463V107 |
| VTI | VANGUARD INDEX FDS | 862 | $204K | 0.0% | $237.22 | $221.35 | +7.2% | TOTAL STK MKT | 922908769 |
| IGV | ISHARES TR | 500 | $203K | 0.0% | $405.64 * | $73.99 | +9.6% | EXPANDED TECH | 464287515 |
| XHLF | BONDBLOXX ETF TRUST | 4,000 | $201K | 0.0% | $50.20 | $50.18 | +0.0% | BLOOMBERG SIX MN | 09789C788 |