Vise Technologies, Inc. [Rocket]

Holdings

Vise Technologies, Inc.

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
NVIDIA CORP	NVDA	Common	13,670	2,159	5,782,830,000	2,585,323,000	1.40	0.00	Hist	06/30/2023
AMAZON COM INC	AMZN	Common	47,859	3,561	6,238,899,000	1,663,359,000	1.51		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VTWO	Common	87,787	15,539	6,638,490,000	1,430,823,000	1.61		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCIT	Common	174,384	19,232	13,781,594,000	1,335,275,000	3.34		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VGIT	Common	218,873	25,756	12,839,095,000	1,259,795,000	3.11		Hist	06/30/2023
ORACLE CORP	ORCL	Common	20,531	6,383	2,445,091,000	1,130,496,000	0.59	0.00	Hist	06/30/2023
VANGUARD TAX-MANAGED FUNDS	VEA	FD	134,546	17,126	6,213,331,000	909,489,000	1.50		Hist	06/30/2023
Walmart Inc.	WMT	Common	21,649	4,577	3,402,724,000	885,465,000	0.82	0.00	Hist	06/30/2023
SCHWAB US LC ETF	SCHX	Equities	108,620	8,583	5,688,433,000	849,654,000	1.38		Hist	06/30/2023
ELI LILLY & Co	LLY	Common	4,579	752	2,147,474,000	833,195,000	0.52	0.00	Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHP	Common	118,928	15,339	6,235,406,000	681,990,000	1.51		Hist	06/30/2023
iSHARES TRUST	MBB	Common	100,530	8,707	9,375,907,000	677,524,000	2.27		Hist	06/30/2023
SHERWIN WILLIAMS CO	SHW	Common	5,837	1,746	1,549,821,000	630,374,000	0.38	0.00	Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VGSH	Common	165,665	13,008	9,563,815,000	627,302,000	2.32		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	12,094	638	4,124,006,000	586,780,000	1.00		Hist	06/30/2023
VANGUARD SCOTTSDALE FUNDS	VCSH	Common	122,835	8,402	9,293,732,000	570,469,000	2.25		Hist	06/30/2023
Vanguard Charlotte Funds	BNDX	Common	183,619	11,748	8,975,311,000	567,368,000	2.17		Hist	06/30/2023
JOHNSON & JOHNSON	JNJ	Common	17,960	2,352	2,972,757,000	553,496,000	0.72		Hist	06/30/2023
Broadcom Ltd	AVGO	COM	2,200	87	1,908,065,000	552,359,000	0.46		Hist	06/30/2023
JPMORGAN CHASE & CO	JPM	Common	25,306	1,235	3,680,531,000	543,809,000	0.89		Hist	06/30/2023
CATERPILLAR INC	CAT	Common	6,276	1,868	1,544,104,000	535,476,000	0.37		Hist	06/30/2023
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	14,515	3,751	1,942,274,000	531,200,000	0.47		Hist	06/30/2023
UNITEDHEALTH GROUP INC	UNH	Common	5,763	1,021	2,769,941,000	528,907,000	0.67	0.00	Hist	06/30/2023
WELLS FARGO & COMPANY/MN	WFC	Common	31,760	8,608	1,355,512,000	490,091,000	0.33	0.00	Hist	06/30/2023
APPLIED MATERIALS INC /DE	AMAT	Common	9,778	1,746	1,413,246,000	426,732,000	0.34	0.00	Hist	06/30/2023
PEPSICO INC	PEP	Common	15,043	2,029	2,786,327,000	413,889,000	0.67		Hist	06/30/2023
ADOBE INC.	ADBE	Common	1,326	713	648,401,000	412,169,000	0.16	0.00	Hist	06/30/2023
Camping World Holdings, Inc.	CWH	CL A	22,620	7,845	680,848,000	372,504,000	0.16		Hist	06/30/2023
iSHARES TRUST	FTY	Common	27,135	6,689	1,395,011,000	364,532,000	0.34		Hist	06/30/2023
BOISE CASCADE Co	BCC	COM	8,852	1,566	799,756,000	338,931,000	0.19	0.02	Hist	06/30/2023
iShares, Inc.	IEMG	Common	37,879	6,427	1,867,056,000	332,527,000	0.45		Hist	06/30/2023
iSHARES TRUST	SCZ	Common	39,453	5,937	2,326,957,000	332,401,000	0.56		Hist	06/30/2023
NORDSTROM INC	JWN	Common	41,190	9,795	843,161,000	332,363,000	0.20	0.03	Hist	06/30/2023
iSHARES TRUST	USHY	Common	156,405	10,066	5,521,108,000	318,743,000	1.34		Hist	06/30/2023
JETBLUE AIRWAYS CORP	JBLU	Common	67,241	29,020	595,755,000	317,506,000	0.14	0.02	Hist	06/30/2023
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