Total Value
$9090.03B
Holdings Count
1,460
Period of Report
Dec 31, 2025
Report Type
HR
| Issuer | CUSIP | Value | Shares |
|---|---|---|---|
| APPLE INC COM | 037833100 | $513.75B | 1,889,776 |
| MICROSOFT CORP COM | 594918104 | $437.93B | 905,532 |
| PUTNAM ETF TRUST FOCUSED LAR CAP | 746729300 | $312.28B | 6,852,855 |
| NVIDIA CORPORATION COM | 67066G104 | $301.45B | 1,616,358 |
| VANGUARD INDEX FDS GROWTH ETF | 922908736 | $297.83B | 610,480 |
| AMAZON COM INC COM | 023135106 | $216.12B | 936,301 |
| ALPHABET INC CAP STK CL A | 02079K305 | $202.88B | 648,165 |
| ISHARES TR RUS MD CP GR ETF | 464287481 | $197.17B | 1,439,846 |
| ISHARES TR MSCI EAFE ETF | 464287465 | $187.38B | 1,951,231 |
| ISHARES INC MSCI EMRG CHN | 46434G764 | $185.74B | 2,555,605 |
| BROADCOM INC COM | 11135F101 | $176.63B | 510,358 |
| ISHARES TR RUS 1000 GRW ETF | 464287614 | $163.77B | 346,021 |
| ALPHABET INC CAP STK CL C | 02079K107 | $158.43B | 504,885 |
| VANGUARD INDEX FDS SMALL CP ETF | 922908751 | $146.51B | 567,959 |
| META PLATFORMS INC CL A | 30303M102 | $136.88B | 207,361 |
| SPDR S&P 500 ETF TR TR UNIT | 78462F103 | $133.71B | 196,075 |
| VANGUARD INDEX FDS MID CAP ETF | 922908629 | $128.04B | 441,169 |
| VISA INC COM CL A | 92826C839 | $123.64B | 352,552 |
| ELI LILLY & CO COM | 532457108 | $111.41B | 103,672 |
| JPMORGAN CHASE & CO. COM | 46625H100 | $110.93B | 344,281 |
| ISHARES TR S&P MC 400VL ETF | 464287705 | $109.40B | 831,369 |
| ISHARES TR CORE US AGGBD ET | 464287226 | $101.99B | 1,021,078 |
| NEW YORK LIFE INVTS ACTIVE E NYLI WINSLOW LAR | 45409F769 | $101.78B | 1,877,835 |
| MASTERCARD INCORPORATED CL A | 57636Q104 | $91.93B | 161,033 |
| ISHARES TR RUS 1000 VAL ETF | 464287598 | $84.78B | 403,058 |
| ABBVIE INC COM | 00287Y109 | $83.52B | 365,525 |
| COSTCO WHSL CORP NEW COM | 22160K105 | $77.98B | 90,432 |
| CORNING INC COM | 219350105 | $71.33B | 814,687 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 084670702 | $66.46B | 132,228 |
| CHEVRON CORP NEW COM | 166764100 | $65.19B | 427,741 |
| JOHNSON & JOHNSON COM | 478160104 | $65.03B | 314,253 |
| ORACLE CORP COM | 68389X105 | $64.23B | 329,528 |
| HOME DEPOT INC COM | 437076102 | $61.41B | 178,464 |
| WALMART INC COM | 931142103 | $57.99B | 520,544 |
| BANK AMERICA CORP COM | 060505104 | $56.64B | 1,029,767 |
| EXXON MOBIL CORP COM | 30231G102 | $56.63B | 470,601 |
| VANGUARD INTL EQUITY INDEX F ALLWRLD EX US | 922042775 | $53.67B | 729,561 |
| SCHWAB STRATEGIC TR US DIVIDEND EQ | 808524797 | $50.67B | 1,847,216 |
| AMERICAN EXPRESS CO COM | 025816109 | $50.52B | 136,557 |
| EATON CORP PLC SHS | G29183103 | $49.73B | 156,127 |
| CISCO SYS INC COM | 17275R102 | $49.28B | 639,730 |
| INTUITIVE SURGICAL INC COM NEW | 46120E602 | $47.47B | 83,822 |
| SERVICENOW INC COM | 81762P102 | $46.06B | 300,653 |
| PHILIP MORRIS INTL INC COM | 718172109 | $45.45B | 283,375 |
| COCA COLA CO COM | 191216100 | $43.05B | 615,725 |
| BOOKING HOLDINGS INC COM | 09857L108 | $38.72B | 7,230 |
| NETFLIX INC COM | 64110L106 | $38.70B | 412,797 |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 922042858 | $38.30B | 712,348 |
| ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET | 003263100 | $38.09B | 185,256 |
| PROCTER AND GAMBLE CO COM | 742718109 | $36.61B | 255,481 |
| VANGUARD BD INDEX FDS SHORT TRM BOND | 921937827 | $35.26B | 447,395 |
| ENTERGY CORP NEW COM | 29364G103 | $34.62B | 374,567 |
| ISHARES TR IBOXX HI YD ETF | 464288513 | $33.87B | 420,126 |
| CUMMINS INC COM | 231021106 | $33.67B | 65,954 |
| BOSTON SCIENTIFIC CORP COM | 101137107 | $33.63B | 352,666 |
| GE AEROSPACE COM NEW | 369604301 | $33.58B | 109,004 |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | $33.20B | 363,957 |
| VANGUARD INDEX FDS S&P 500 ETF SHS | 922908363 | $32.37B | 51,614 |
| MOODYS CORP COM | 615369105 | $31.55B | 61,763 |
| TESLA INC COM | 88160R101 | $31.26B | 69,513 |
| LOWES COS INC COM | 548661107 | $30.48B | 126,408 |
| AMERICAN ELEC PWR CO INC COM | 025537101 | $30.48B | 264,353 |
| KLA CORP COM NEW | 482480100 | $29.91B | 24,617 |
| MCDONALDS CORP COM | 580135101 | $29.74B | 97,293 |
| DISNEY WALT CO COM | 254687106 | $29.34B | 257,924 |
| QUALCOMM INC COM | 747525103 | $29.19B | 170,630 |
| DANAHER CORPORATION COM | 235851102 | $29.03B | 126,792 |
| GALLAGHER ARTHUR J & CO COM | 363576109 | $27.73B | 107,158 |
| CITIGROUP INC COM NEW | 172967424 | $27.06B | 231,928 |
| UNION PAC CORP COM | 907818108 | $26.14B | 113,019 |
| INTERNATIONAL BUSINESS MACHS COM | 459200101 | $25.81B | 87,138 |
| SHERWIN WILLIAMS CO COM | 824348106 | $25.65B | 79,161 |
| TRAVELERS COMPANIES INC COM | 89417E109 | $25.48B | 87,857 |
| CHUBB LIMITED COM | H1467J104 | $25.22B | 80,792 |
| MEDTRONIC PLC SHS | G5960L103 | $25.04B | 260,641 |
| AMGEN INC COM | 031162100 | $24.88B | 76,001 |
| UNITEDHEALTH GROUP INC COM | 91324P102 | $24.27B | 73,514 |
| SPOTIFY TECHNOLOGY S A SHS | L8681T102 | $24.11B | 41,526 |
| TEXAS INSTRS INC COM | 882508104 | $23.51B | 135,532 |
| STRYKER CORPORATION COM | 863667101 | $23.49B | 66,826 |
| ISHARES TR S&P 500 GRWT ETF | 464287309 | $23.29B | 188,983 |
| VALERO ENERGY CORP COM | 91913Y100 | $23.24B | 142,748 |
| TJX COS INC NEW COM | 872540109 | $23.04B | 149,963 |
| EVERGY INC COM | 30034W106 | $22.94B | 316,511 |
| MERCK & CO INC COM | 58933Y105 | $22.74B | 215,997 |
| AUTOMATIC DATA PROCESSING IN COM | 053015103 | $22.56B | 87,706 |
| ABBOTT LABS COM | 002824100 | $22.25B | 177,557 |
| THERMO FISHER SCIENTIFIC INC COM | 883556102 | $22.20B | 38,315 |
| BLACKSTONE INC COM | 09260D107 | $21.90B | 142,064 |
| RTX CORPORATION COM | 75513E101 | $21.88B | 119,306 |
| ARISTA NETWORKS INC COM SHS | 040413205 | $21.88B | 166,965 |
| VANGUARD INDEX FDS LARGE CAP ETF | 922908637 | $21.57B | 68,516 |
| INTERCONTINENTAL EXCHANGE IN COM | 45866F104 | $21.55B | 133,056 |
| LAM RESEARCH CORP COM NEW | 512807306 | $21.32B | 124,531 |
| CONOCOPHILLIPS COM | 20825C104 | $21.13B | 225,704 |
| ROYALTY PHARMA PLC SHS CLASS A | G7709Q104 | $21.11B | 546,350 |
| VERIZON COMMUNICATIONS INC COM | 92343V104 | $20.68B | 507,685 |
| CME GROUP INC COM | 12572Q105 | $20.49B | 75,045 |
| HONEYWELL INTL INC COM | 438516106 | $20.49B | 105,022 |
| KKR & CO INC COM | 48251W104 | $19.48B | 152,830 |