Vise Technologies, Inc. Q2 2023 Filing
Filed August 8, 2023
Portfolio Value
$412.9B
Holdings
339
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (339 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 174,384 | $13.8M | 0.00% | |
| 2 | VGITVANGUARD SCOTTSDALE FDS | 218,873 | $12.8M | 0.00% | |
| 3 | SCHCSCHWAB STRATEGIC TR | 337,351 | $11.4M | 0.00% | |
| 4 | VGSHVANGUARD SCOTTSDALE FDS | 165,665 | $9.6M | 0.00% | |
| 5 | MBBISHARES TR | 100,530 | $9.4M | 0.00% | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 122,835 | $9.3M | 0.00% | |
| 7 | BNDXVANGUARD CHARLOTTE FDS | 183,619 | $9.0M | 0.00% | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 209,435 | $8.5M | 0.00% | |
| 9 | AAPLAPPLE INC | 42,078 | $8.2M | 0.00% | |
| 10 | BCIABRDN ETFS | 343,939 | $6.9M | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 19,507 | $6.6M | 0.00% | |
| 12 | VTWOVANGUARD SCOTTSDALE FDS | 87,787 | $6.6M | 0.00% | |
| 13 | AMZNAMAZON COM INC | 47,859 | $6.2M | 0.00% | |
| 14 | SCHPSCHWAB STRATEGIC TR | 118,928 | $6.2M | 0.00% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 134,546 | $6.2M | 0.00% | |
| 16 | SCHHSCHWAB STRATEGIC TR | 308,885 | $6.0M | 0.00% | |
| 17 | NVDANVIDIA CORPORATION | 13,670 | $5.8M | 0.00% | |
| 18 | SCHXSCHWAB STRATEGIC TR | 108,620 | $5.7M | 0.00% | |
| 19 | METAMETA PLATFORMS INC | 19,781 | $5.7M | 0.00% | |
| 20 | USHYISHARES TR | 156,405 | $5.5M | 0.00% | |
| 21 | GOOGLALPHABET INC | 38,220 | $4.6M | 0.00% | |
| 22 | UPSUNITED PARCEL SERVICE INC | 24,384 | $4.4M | 0.00% | |
| 23 | XOMEXXON MOBIL CORP | 39,859 | $4.3M | 0.00% | |
| 24 | VTEBVANGUARD MUN BD FDS | 82,178 | $4.1M | 0.00% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,094 | $4.1M | 0.00% | |
| 26 | TSLATESLA INC | 14,087 | $3.7M | 0.00% | |
| 27 | JPMJPMORGAN CHASE & CO | 25,306 | $3.7M | 0.00% | |
| 28 | EMBISHARES TR | 42,367 | $3.7M | 0.00% | |
| 29 | CSCOCISCO SYS INC | 65,782 | $3.4M | 0.00% | |
| 30 | WMTWALMART INC | 21,649 | $3.4M | 0.00% | |
| 31 | HDHOME DEPOT INC | 10,673 | $3.3M | 0.00% | |
| 32 | CMCSACOMCAST CORP NEW | 75,041 | $3.1M | 0.00% | |
| 33 | JNJJOHNSON & JOHNSON | 17,960 | $3.0M | 0.00% | |
| 34 | PEPPEPSICO INC | 15,043 | $2.8M | 0.00% | |
| 35 | UNHUNITEDHEALTH GROUP INC | 5,763 | $2.8M | 0.00% | |
| 36 | MUBISHARES TR | 24,208 | $2.6M | 0.00% | |
| 37 | ORCLORACLE CORP | 20,531 | $2.4M | 0.00% | |
| 38 | QCOMQUALCOMM INC | 20,242 | $2.4M | 0.00% | |
| 39 | PFEPFIZER INC | 65,126 | $2.4M | 0.00% | |
| 40 | SCZISHARES TR | 39,453 | $2.3M | 0.00% | |
| 41 | MRKMERCK & CO INC | 19,143 | $2.2M | 0.00% | |
| 42 | LLYLILLY ELI & CO | 4,579 | $2.1M | 0.00% | |
| 43 | VVISA INC | 8,374 | $2.0M | 0.00% | |
| 44 | IBMINTERNATIONAL BUSINESS MACHS | 14,515 | $1.9M | 0.00% | |
| 45 | ABBVABBVIE INC | 14,195 | $1.9M | 0.00% | |
| 46 | AVGOBROADCOM INC | 2,200 | $1.9M | 0.00% | |
| 47 | SCHOSCHWAB STRATEGIC TR | 39,165 | $1.9M | 0.00% | |
| 48 | IEMGISHARES INC | 37,879 | $1.9M | 0.00% | |
| 49 | AXPAMERICAN EXPRESS CO | 10,642 | $1.9M | 0.00% | |
| 50 | BACVERIZON COMMUNICATIONS INC | 48,175 | $1.8M | 0.00% | |
| 51 | ASMLASML HOLDING N V | 2,469 | $1.8M | 0.00% | |
| 52 | SNYSANOFI | 32,340 | $1.7M | 0.00% | |
| 53 | CVXCHEVRON CORP NEW | 11,005 | $1.7M | 0.00% | |
| 54 | DWDMORGAN STANLEY | 20,264 | $1.7M | 0.00% | |
| 55 | IGSBISHARES TR | 33,131 | $1.7M | 0.00% | |
| 56 | FDXFEDEX CORP | 6,684 | $1.7M | 0.00% | |
| 57 | SCHRSCHWAB STRATEGIC TR | 33,312 | $1.6M | 0.00% | |
| 58 | BMYBRISTOL-MYERS SQUIBB CO | 25,607 | $1.6M | 0.00% | |
| 59 | IGIBISHARES TR | 32,266 | $1.6M | 0.00% | |
| 60 | NVSNNOVARTIS AG | 16,102 | $1.6M | 0.00% | |
| 61 | NVONOVO-NORDISK A S | 9,973 | $1.6M | 0.00% | |
| 62 | PGPROCTER AND GAMBLE CO | 10,622 | $1.6M | 0.00% | |
| 63 | GILDGILEAD SCIENCES INC | 20,207 | $1.6M | 0.00% | |
| 64 | SHWSHERWIN WILLIAMS CO | 5,837 | $1.5M | 0.00% | |
| 65 | CATCATERPILLAR INC | 6,276 | $1.5M | 0.00% | |
| 66 | MAMASTERCARD INCORPORATED | 3,900 | $1.5M | 0.00% | |
| 67 | TJXTJX COS INC NEW | 17,985 | $1.5M | 0.00% | |
| 68 | IAGGISHARES TR | 30,933 | $1.5M | 0.00% | |
| 69 | BPBP PLC | 43,133 | $1.5M | 0.00% | |
| 70 | TFISPDR SER TR | 31,329 | $1.4M | 0.00% | |
| 71 | AMATAPPLIED MATLS INC | 9,778 | $1.4M | 0.00% | |
| 72 | COMBGRANITESHARES ETF TR | 67,801 | $1.4M | 0.00% | |
| 73 | USRTISHARES TR | 27,135 | $1.4M | 0.00% | |
| 74 | VMWEURVMWARE INC | 9,456 | $1.4M | 0.00% | |
| 75 | BACBANK AMERICA CORP | 47,352 | $1.4M | 0.00% | |
| 76 | WFCWELLS FARGO CO NEW | 31,760 | $1.4M | 0.00% | |
| 77 | SAPSAP SE | 9,764 | $1.3M | 0.00% | |
| 78 | SONYSONY GROUP CORPORATION | 14,556 | $1.3M | 0.00% | |
| 79 | AMGNAMGEN INC | 5,807 | $1.3M | 0.00% | |
| 80 | BKNGBOOKING HOLDINGS INC | 448 | $1.2M | 0.00% | |
| 81 | VMBSVANGUARD SCOTTSDALE FDS | 25,906 | $1.2M | 0.00% | |
| 82 | COPCONOCOPHILLIPS | 11,235 | $1.2M | 0.00% | |
| 83 | TMTOYOTA MOTOR CORP | 7,142 | $1.1M | 0.00% | |
| 84 | GSKGSK PLC | 32,073 | $1.1M | 0.00% | |
| 85 | GSGOLDMAN SACHS GROUP INC | 3,515 | $1.1M | 0.00% | |
| 86 | BHPBHP GROUP LTD | 18,933 | $1.1M | 0.00% | |
| 87 | SHELSHELL PLC | 18,543 | $1.1M | 0.00% | |
| 88 | NKENIKE INC | 9,956 | $1.1M | 0.00% | |
| 89 | PAGPPLAINS GP HLDGS L P | 73,817 | $1.1M | 0.00% | |
| 90 | LRCXEURLAM RESEARCH CORP | 1,670 | $1.1M | 0.00% | |
| 91 | STLASTELLANTIS N.V | 60,110 | $1.1M | 0.00% | |
| 92 | AZNASTRAZENECA PLC | 14,629 | $1.0M | 0.00% | |
| 93 | PDCOEURPATTERSON COS INC | 31,381 | $1.0M | 0.00% | |
| 94 | SFMSPROUTS FMRS MKT INC | 28,188 | $1.0M | 0.00% | |
| 95 | KOCOCA COLA CO | 17,146 | $1.0M | 0.00% | |
| 96 | MMM3M CO | 10,288 | $1.0M | 0.00% | |
| 97 | SCHFSCHWAB STRATEGIC TR | 26,719 | $952K | 0.00% | |
| 98 | TAT&T INC | 57,712 | $920K | 0.00% | |
| 99 | TXNTEXAS INSTRS INC | 5,051 | $909K | 0.00% | |
| 100 | UNPUNION PAC CORP | 4,442 | $908K | 0.00% |
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