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
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
SCHWAB STRATEGIC TRUST	SCHC	Common	337,351	273	11,392,346,000	29,447,000	2.76		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
iSHARES TRUST	MBB	Common	100,530	8,707	9,375,907,000	677,524,000	2.27		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
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	VWO	Common	209,435	-7,431	8,519,818,000	-241,562,000	2.06		Hist	06/30/2023
Apple Inc.	AAPL	Common	42,078	-1,790	8,161,847,000	927,935,000	1.98		Hist	06/30/2023
abrdn ETFs	BCI	Common	343,939	8,763	6,933,810,000	-27,796,000	1.68		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	19,507	-1,053	6,643,012,000	715,613,000	1.61	0.00	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
AMAZON COM INC	AMZN	Common	47,859	3,561	6,238,899,000	1,663,359,000	1.51		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
VANGUARD TAX-MANAGED FUNDS	VEA	FD	134,546	17,126	6,213,331,000	909,489,000	1.50		Hist	06/30/2023
SCHWAB STRATEGIC TRUST	SCHH	Common	308,885	7,255	6,032,524,000	150,732,000	1.46		Hist	06/30/2023
NVIDIA CORP	NVDA	Common	13,670	2,159	5,782,830,000	2,585,323,000	1.40	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
Meta Platforms, Inc.	FB	Common	19,781	-2,908	5,676,751,000	868,044,000	1.37		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
Alphabet Inc.	GOOGL	COM	38,220	-3,397	4,574,934,000	258,003,000	1.11		Hist	06/30/2023
UNITED PARCEL SERVICE INC	UPS	Common	24,384	-1,151	4,370,781,000	-582,848,000	1.06		Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	39,859	-228	4,274,856,000	-121,093,000	1.04	0.00	Hist	06/30/2023
VANGUARD MUN BD FD INC	VTEB	Common	82,178	2,794	4,126,983,000	105,386,000	1.00		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
Tesla, Inc.	TSLA	COM	14,087	-5	3,687,554,000	764,028,000	0.89		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
iSHARES TRUST	EMB	Common	42,367	2,460	3,666,476,000	223,266,000	0.89		Hist	06/30/2023
CISCO SYSTEMS, INC.	CSCO	Common	65,782	4,958	3,403,553,000	223,983,000	0.82	0.00	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
HOME DEPOT, INC.	HD	Common	10,673	407	3,315,504,000	285,735,000	0.80	0.00	Hist	06/30/2023
COMCAST CORP	CMCSA	Common	75,041	-3,934	3,117,935,000	123,997,000	0.76		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
PEPSICO INC	PEP	Common	15,043	2,029	2,786,327,000	413,889,000	0.67		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
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