Vise Technologies, Inc. Q3 2023 Filing
Filed October 31, 2023
Portfolio Value
$406.8T
Holdings
331
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (331 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 169,842 | $12.9M | 0.00% | |
| 2 | VGITVANGUARD SCOTTSDALE FDS | 223,783 | $12.8M | 0.00% | |
| 3 | SCHCSCHWAB STRATEGIC TR | 326,210 | $10.5M | 0.00% | |
| 4 | VGSHVANGUARD SCOTTSDALE FDS | 152,756 | $8.8M | 0.00% | |
| 5 | BNDXVANGUARD CHARLOTTE FDS | 179,924 | $8.6M | 0.00% | |
| 6 | MBBISHARES TR | 95,678 | $8.5M | 0.00% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 112,423 | $8.4M | 0.00% | |
| 8 | VWOVANGUARD INTL EQUITY INDEX F | 200,243 | $7.9M | 0.00% | |
| 9 | AAPLAPPLE INC | 45,617 | $7.8M | 0.00% | |
| 10 | BCIABRDN ETFS | 346,739 | $7.3M | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 21,187 | $6.7M | 0.00% | |
| 12 | AMZNAMAZON COM INC | 49,404 | $6.3M | 0.00% | |
| 13 | VTWOVANGUARD SCOTTSDALE FDS | 85,930 | $6.1M | 0.00% | |
| 14 | NVDANVIDIA CORPORATION | 13,623 | $5.9M | 0.00% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 131,399 | $5.7M | 0.00% | |
| 16 | SCHHSCHWAB STRATEGIC TR | 293,928 | $5.2M | 0.00% | |
| 17 | XOMEXXON MOBIL CORP | 43,898 | $5.2M | 0.00% | |
| 18 | SCHPSCHWAB STRATEGIC TR | 99,974 | $5.0M | 0.00% | |
| 19 | SCHXSCHWAB STRATEGIC TR | 99,647 | $5.0M | 0.00% | |
| 20 | METAMETA PLATFORMS INC | 16,553 | $5.0M | 0.00% | |
| 21 | USHYISHARES TR | 143,078 | $5.0M | 0.00% | |
| 22 | GOOGLALPHABET INC | 35,179 | $4.6M | 0.00% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 12,186 | $4.3M | 0.00% | |
| 24 | WMTWALMART INC | 25,124 | $4.0M | 0.00% | |
| 25 | UPSUNITED PARCEL SERVICE INC | 25,413 | $4.0M | 0.00% | |
| 26 | JPMJPMORGAN CHASE & CO | 26,673 | $3.9M | 0.00% | |
| 27 | TSLATESLA INC | 15,024 | $3.8M | 0.00% | |
| 28 | EMBISHARES TR | 41,970 | $3.5M | 0.00% | |
| 29 | MUBISHARES TR | 32,891 | $3.4M | 0.00% | |
| 30 | JNJJOHNSON & JOHNSON | 21,323 | $3.3M | 0.00% | |
| 31 | HDHOME DEPOT INC | 10,958 | $3.3M | 0.00% | |
| 32 | UNHUNITEDHEALTH GROUP INC | 6,413 | $3.2M | 0.00% | |
| 33 | ORCLORACLE CORP | 30,383 | $3.2M | 0.00% | |
| 34 | VTEBVANGUARD MUN BD FDS | 65,897 | $3.2M | 0.00% | |
| 35 | CMCSACOMCAST CORP NEW | 68,488 | $3.0M | 0.00% | |
| 36 | CSCOCISCO SYS INC | 53,607 | $2.9M | 0.00% | |
| 37 | PEPPEPSICO INC | 16,551 | $2.8M | 0.00% | |
| 38 | ABBVABBVIE INC | 17,294 | $2.6M | 0.00% | |
| 39 | IGIBISHARES TR | 48,126 | $2.3M | 0.00% | |
| 40 | LLYELI LILLY & CO | 4,330 | $2.3M | 0.00% | |
| 41 | SCHRSCHWAB STRATEGIC TR | 48,217 | $2.3M | 0.00% | |
| 42 | PFEPFIZER INC | 68,081 | $2.3M | 0.00% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 16,092 | $2.3M | 0.00% | |
| 44 | QCOMQUALCOMM INC | 19,945 | $2.2M | 0.00% | |
| 45 | FDXFEDEX CORP | 7,880 | $2.1M | 0.00% | |
| 46 | SGOVISHARES TR | 20,611 | $2.1M | 0.00% | |
| 47 | VVISA INC | 8,977 | $2.1M | 0.00% | |
| 48 | CVXCHEVRON CORP NEW | 11,736 | $2.0M | 0.00% | |
| 49 | SCZISHARES TR | 34,263 | $1.9M | 0.00% | |
| 50 | MAMASTERCARD INCORPORATED | 4,835 | $1.9M | 0.00% | |
| 51 | IEMGISHARES INC | 39,708 | $1.9M | 0.00% | |
| 52 | AMGNAMGEN INC | 6,828 | $1.8M | 0.00% | |
| 53 | SHVISHARES TR | 16,553 | $1.8M | 0.00% | |
| 54 | NVONOVO-NORDISK A S | 19,428 | $1.8M | 0.00% | |
| 55 | PGPROCTER AND GAMBLE CO | 11,988 | $1.7M | 0.00% | |
| 56 | CATCATERPILLAR INC | 6,217 | $1.7M | 0.00% | |
| 57 | SNYSANOFI | 31,353 | $1.7M | 0.00% | |
| 58 | AMATAPPLIED MATLS INC | 12,059 | $1.7M | 0.00% | |
| 59 | SCHOSCHWAB STRATEGIC TR | 34,521 | $1.7M | 0.00% | |
| 60 | TJXTJX COS INC NEW | 18,584 | $1.7M | 0.00% | |
| 61 | IAGGISHARES TR | 33,337 | $1.6M | 0.00% | |
| 62 | BPBP PLC | 41,727 | $1.6M | 0.00% | |
| 63 | VMBSVANGUARD SCOTTSDALE FDS | 36,831 | $1.6M | 0.00% | |
| 64 | AVGOBROADCOM INC | 1,935 | $1.6M | 0.00% | |
| 65 | GILDGILEAD SCIENCES INC | 21,370 | $1.6M | 0.00% | |
| 66 | IVVISHARES TR | 3,707 | $1.6M | 0.00% | |
| 67 | IGSBISHARES TR | 31,780 | $1.6M | 0.00% | |
| 68 | NVSNNOVARTIS AG | 15,503 | $1.6M | 0.00% | |
| 69 | AXPAMERICAN EXPRESS CO | 10,545 | $1.6M | 0.00% | |
| 70 | BMYBRISTOL-MYERS SQUIBB CO | 26,570 | $1.5M | 0.00% | |
| 71 | VMWEURVMWARE INC | 9,107 | $1.5M | 0.00% | |
| 72 | WFCWELLS FARGO CO NEW | 37,073 | $1.5M | 0.00% | |
| 73 | BACVERIZON COMMUNICATIONS INC | 46,603 | $1.5M | 0.00% | |
| 74 | BACBANK AMERICA CORP | 53,348 | $1.5M | 0.00% | |
| 75 | TFISPDR SER TR | 33,314 | $1.5M | 0.00% | |
| 76 | USRTISHARES TR | 29,693 | $1.4M | 0.00% | |
| 77 | MRKMERCK & CO INC | 13,121 | $1.4M | 0.00% | |
| 78 | DWDMORGAN STANLEY | 16,481 | $1.3M | 0.00% | |
| 79 | SHWSHERWIN WILLIAMS CO | 5,235 | $1.3M | 0.00% | |
| 80 | COPCONOCOPHILLIPS | 11,129 | $1.3M | 0.00% | |
| 81 | TMTOYOTA MOTOR CORP | 7,252 | $1.3M | 0.00% | |
| 82 | DEDEERE & CO | 3,308 | $1.2M | 0.00% | |
| 83 | ASMLASML HOLDING N V | 2,097 | $1.2M | 0.00% | |
| 84 | SAPSAP SE | 9,536 | $1.2M | 0.00% | |
| 85 | COMBGRANITESHARES ETF TR | 56,422 | $1.2M | 0.00% | |
| 86 | PAGPPLAINS GP HLDGS L P | 75,527 | $1.2M | 0.00% | |
| 87 | TXNTEXAS INSTRS INC | 7,638 | $1.2M | 0.00% | |
| 88 | GSKGSK PLC | 32,745 | $1.2M | 0.00% | |
| 89 | STLASTELLANTIS N.V | 59,832 | $1.1M | 0.00% | |
| 90 | SHELSHELL PLC | 17,476 | $1.1M | 0.00% | |
| 91 | LRCXEURLAM RESEARCH CORP | 1,773 | $1.1M | 0.00% | |
| 92 | UNPUNION PAC CORP | 5,388 | $1.1M | 0.00% | |
| 93 | ADBEADOBE INC | 2,115 | $1.1M | 0.00% | |
| 94 | SFMSPROUTS FMRS MKT INC | 25,002 | $1.1M | 0.00% | |
| 95 | SCHFSCHWAB STRATEGIC TR | 31,299 | $1.1M | 0.00% | |
| 96 | NKENIKE INC | 11,033 | $1.1M | 0.00% | |
| 97 | 4I1PHILIP MORRIS INTL INC | 11,073 | $1.0M | 0.00% | |
| 98 | IWFISHARES TR | 3,801 | $1.0M | 0.00% | |
| 99 | MPCMARATHON PETE CORP | 6,558 | $992K | 0.00% | |
| 100 | KOCOCA COLA CO | 17,624 | $986K | 0.00% |
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