Vise Technologies, Inc. Q2 2024 Filing
Filed August 2, 2024
Portfolio Value
$569.9T
Holdings
423
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (423 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 216,986 | $17.3M | 0.00% | |
| 2 | BNDXVANGUARD CHARLOTTE FDS | 317,369 | $15.4M | 0.00% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 255,396 | $14.9M | 0.00% | |
| 4 | NVDANVIDIA CORPORATION | 117,771 | $14.5M | 0.00% | |
| 5 | VGSHVANGUARD SCOTTSDALE FDS | 213,858 | $12.4M | 0.00% | |
| 6 | SCHCSCHWAB STRATEGIC TR | 346,253 | $12.3M | 0.00% | |
| 7 | MSFTMICROSOFT CORP | 27,266 | $12.2M | 0.00% | |
| 8 | AAPLAPPLE INC | 57,128 | $12.0M | 0.00% | |
| 9 | MBBISHARES TR | 123,125 | $11.3M | 0.00% | |
| 10 | VWOVANGUARD INTL EQUITY INDEX F | 248,696 | $10.9M | 0.00% | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 132,568 | $10.2M | 0.00% | |
| 12 | AMZNAMAZON COM INC | 51,767 | $10.0M | 0.00% | |
| 13 | METAMETA PLATFORMS INC | 19,426 | $9.8M | 0.00% | |
| 14 | GOOGLALPHABET INC | 46,169 | $8.4M | 0.00% | |
| 15 | JPMJPMORGAN CHASE & CO. | 39,854 | $8.1M | 0.00% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 157,089 | $7.8M | 0.00% | |
| 17 | SCHHSCHWAB STRATEGIC TR | 377,189 | $7.5M | 0.00% | |
| 18 | VTWOVANGUARD SCOTTSDALE FDS | 84,741 | $6.9M | 0.00% | |
| 19 | WMTWALMART INC | 94,516 | $6.4M | 0.00% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,899 | $5.7M | 0.00% | |
| 21 | IVVISHARES TR | 9,848 | $5.4M | 0.00% | |
| 22 | LLYELI LILLY & CO | 5,885 | $5.3M | 0.00% | |
| 23 | SCHXSCHWAB STRATEGIC TR | 81,917 | $5.3M | 0.00% | |
| 24 | EMBISHARES TR | 58,196 | $5.1M | 0.00% | |
| 25 | AVGOBROADCOM INC | 3,125 | $5.0M | 0.00% | |
| 26 | BCIABRDN ETFS | 244,513 | $5.0M | 0.00% | |
| 27 | XOMEXXON MOBIL CORP | 39,604 | $4.6M | 0.00% | |
| 28 | VTEBVANGUARD MUN BD FDS | 90,915 | $4.6M | 0.00% | |
| 29 | USHYISHARES TR | 124,537 | $4.5M | 0.00% | |
| 30 | QCOMQUALCOMM INC | 21,577 | $4.3M | 0.00% | |
| 31 | SCHPSCHWAB STRATEGIC TR | 82,349 | $4.3M | 0.00% | |
| 32 | MRKMERCK & CO INC | 33,096 | $4.1M | 0.00% | |
| 33 | ADBEADOBE INC | 7,338 | $4.1M | 0.00% | |
| 34 | HDHOME DEPOT INC | 11,645 | $4.0M | 0.00% | |
| 35 | JNJJOHNSON & JOHNSON | 25,250 | $3.7M | 0.00% | |
| 36 | VVISA INC | 13,711 | $3.6M | 0.00% | |
| 37 | PEPPEPSICO INC | 21,795 | $3.6M | 0.00% | |
| 38 | TSLATESLA INC | 18,155 | $3.6M | 0.00% | |
| 39 | MUBISHARES TR | 31,272 | $3.3M | 0.00% | |
| 40 | ORCLORACLE CORP | 22,732 | $3.2M | 0.00% | |
| 41 | ABBVABBVIE INC | 17,322 | $3.0M | 0.00% | |
| 42 | NVONOVO-NORDISK A S | 20,233 | $2.9M | 0.00% | |
| 43 | IGIBISHARES TR | 54,854 | $2.8M | 0.00% | |
| 44 | VOOVANGUARD INDEX FDS | 5,597 | $2.8M | 0.00% | |
| 45 | SCHOSCHWAB STRATEGIC TR | 56,579 | $2.7M | 0.00% | |
| 46 | AMATAPPLIED MATLS INC | 11,495 | $2.7M | 0.00% | |
| 47 | CSCOCISCO SYS INC | 56,452 | $2.7M | 0.00% | |
| 48 | IAGGISHARES TR | 53,292 | $2.7M | 0.00% | |
| 49 | WFCWELLS FARGO CO NEW | 44,127 | $2.6M | 0.00% | |
| 50 | IEMGISHARES INC | 47,483 | $2.5M | 0.00% | |
| 51 | SCHRSCHWAB STRATEGIC TR | 51,847 | $2.5M | 0.00% | |
| 52 | VUGVANGUARD INDEX FDS | 6,737 | $2.5M | 0.00% | |
| 53 | ASMLASML HOLDING N V | 2,433 | $2.5M | 0.00% | |
| 54 | MAMASTERCARD INCORPORATED | 5,400 | $2.4M | 0.00% | |
| 55 | CVXCHEVRON CORP NEW | 15,030 | $2.4M | 0.00% | |
| 56 | CATCATERPILLAR INC | 7,000 | $2.3M | 0.00% | |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 12,822 | $2.2M | 0.00% | |
| 58 | SAPSAP SE | 10,842 | $2.2M | 0.00% | |
| 59 | UPSUNITED PARCEL SERVICE INC | 15,948 | $2.2M | 0.00% | |
| 60 | UNHUNITEDHEALTH GROUP INC | 4,276 | $2.2M | 0.00% | |
| 61 | PGPROCTER AND GAMBLE CO | 12,815 | $2.1M | 0.00% | |
| 62 | MRSHMARSH & MCLENNAN COS INC | 9,937 | $2.1M | 0.00% | |
| 63 | UBERUBER TECHNOLOGIES INC | 28,755 | $2.1M | 0.00% | |
| 64 | FDXFEDEX CORP | 6,375 | $1.9M | 0.00% | |
| 65 | IGSBISHARES TR | 35,454 | $1.8M | 0.00% | |
| 66 | COSTCOSTCO WHSL CORP NEW | 2,137 | $1.8M | 0.00% | |
| 67 | SHWSHERWIN WILLIAMS CO | 6,050 | $1.8M | 0.00% | |
| 68 | AXPAMERICAN EXPRESS CO | 7,783 | $1.8M | 0.00% | |
| 69 | FFORD MTR CO DEL | 141,421 | $1.8M | 0.00% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 42,922 | $1.8M | 0.00% | |
| 71 | LOWLOWES COS INC | 7,998 | $1.8M | 0.00% | |
| 72 | KOCOCA COLA CO | 27,692 | $1.8M | 0.00% | |
| 73 | NVSNNOVARTIS AG | 16,365 | $1.7M | 0.00% | |
| 74 | SCHFSCHWAB STRATEGIC TR | 44,348 | $1.7M | 0.00% | |
| 75 | SCZISHARES TR | 27,484 | $1.7M | 0.00% | |
| 76 | TMTOYOTA MOTOR CORP | 8,128 | $1.7M | 0.00% | |
| 77 | BPBP PLC | 45,823 | $1.7M | 0.00% | |
| 78 | SHELSHELL PLC | 22,706 | $1.6M | 0.00% | |
| 79 | IWFISHARES TR | 4,488 | $1.6M | 0.00% | |
| 80 | GILDGILEAD SCIENCES INC | 22,923 | $1.6M | 0.00% | |
| 81 | VMBSVANGUARD SCOTTSDALE FDS | 34,449 | $1.6M | 0.00% | |
| 82 | 4I1PHILIP MORRIS INTL INC | 15,419 | $1.6M | 0.00% | |
| 83 | TJXTJX COS INC NEW | 14,114 | $1.6M | 0.00% | |
| 84 | SPIBSPDR SER TR | 46,731 | $1.5M | 0.00% | |
| 85 | ACNACCENTURE PLC IRELAND | 4,987 | $1.5M | 0.00% | |
| 86 | DWDMORGAN STANLEY | 15,207 | $1.5M | 0.00% | |
| 87 | GSKGSK PLC | 37,984 | $1.5M | 0.00% | |
| 88 | BACBANK AMERICA CORP | 36,440 | $1.4M | 0.00% | |
| 89 | UBSUBS GROUP AG | 48,890 | $1.4M | 0.00% | |
| 90 | PFEPFIZER INC | 51,452 | $1.4M | 0.00% | |
| 91 | BMYBRISTOL-MYERS SQUIBB CO | 33,767 | $1.4M | 0.00% | |
| 92 | RELXRELX PLC | 29,516 | $1.4M | 0.00% | |
| 93 | AZNASTRAZENECA PLC | 17,217 | $1.3M | 0.00% | |
| 94 | INTUINTUIT | 1,929 | $1.3M | 0.00% | |
| 95 | USRTISHARES TR | 23,179 | $1.2M | 0.00% | |
| 96 | MMM3M CO | 11,948 | $1.2M | 0.00% | |
| 97 | AMGNAMGEN INC | 3,870 | $1.2M | 0.00% | |
| 98 | ULUNILEVER PLC | 21,234 | $1.2M | 0.00% | |
| 99 | HBC2HSBC HLDGS PLC | 26,299 | $1.1M | 0.00% | |
| 100 | NEENEXTERA ENERGY INC | 16,017 | $1.1M | 0.00% |
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