Vise Technologies, Inc. Q4 2023 Filing
Filed February 8, 2024
Portfolio Value
$464.6T
Holdings
349
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (349 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 174,818 | $14.2M | 0.00% | |
| 2 | VGITVANGUARD SCOTTSDALE FDS | 223,292 | $13.2M | 0.00% | |
| 3 | BNDXVANGUARD CHARLOTTE FDS | 225,183 | $11.1M | 0.00% | |
| 4 | VGSHVANGUARD SCOTTSDALE FDS | 181,625 | $10.6M | 0.00% | |
| 5 | SCHCSCHWAB STRATEGIC TR | 285,014 | $9.9M | 0.00% | |
| 6 | MBBISHARES TR | 96,354 | $9.1M | 0.00% | |
| 7 | AAPLAPPLE INC | 46,829 | $9.0M | 0.00% | |
| 8 | MSFTMICROSOFT CORP | 23,946 | $9.0M | 0.00% | |
| 9 | VCSHVANGUARD SCOTTSDALE FDS | 112,178 | $8.7M | 0.00% | |
| 10 | METAMETA PLATFORMS INC | 23,352 | $8.3M | 0.00% | |
| 11 | VWOVANGUARD INTL EQUITY INDEX F | 198,228 | $8.1M | 0.00% | |
| 12 | AMZNAMAZON COM INC | 50,833 | $7.7M | 0.00% | |
| 13 | NVDANVIDIA CORPORATION | 15,169 | $7.5M | 0.00% | |
| 14 | SCHHSCHWAB STRATEGIC TR | 306,735 | $6.4M | 0.00% | |
| 15 | VTWOVANGUARD SCOTTSDALE FDS | 77,577 | $6.3M | 0.00% | |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 130,677 | $6.3M | 0.00% | |
| 17 | BCIABRDN ETFS | 314,546 | $6.1M | 0.00% | |
| 18 | SHVISHARES TR | 52,448 | $5.8M | 0.00% | |
| 19 | GOOGLALPHABET INC | 39,110 | $5.5M | 0.00% | |
| 20 | SCHXSCHWAB STRATEGIC TR | 92,385 | $5.2M | 0.00% | |
| 21 | TSLATESLA INC | 20,010 | $5.0M | 0.00% | |
| 22 | JPMJPMORGAN CHASE & CO | 29,092 | $4.9M | 0.00% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,201 | $4.7M | 0.00% | |
| 24 | ADBEADOBE INC | 7,769 | $4.6M | 0.00% | |
| 25 | WMTWALMART INC | 28,268 | $4.5M | 0.00% | |
| 26 | HDHOME DEPOT INC | 11,574 | $4.0M | 0.00% | |
| 27 | MRKMERCK & CO INC | 36,005 | $3.9M | 0.00% | |
| 28 | UPSUNITED PARCEL SERVICE INC | 24,692 | $3.9M | 0.00% | |
| 29 | EMBISHARES TR | 42,401 | $3.8M | 0.00% | |
| 30 | MUBISHARES TR | 34,055 | $3.7M | 0.00% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 6,986 | $3.7M | 0.00% | |
| 32 | VTEBVANGUARD MUN BD FDS | 70,355 | $3.6M | 0.00% | |
| 33 | USHYISHARES TR | 97,008 | $3.5M | 0.00% | |
| 34 | SCHPSCHWAB STRATEGIC TR | 65,885 | $3.4M | 0.00% | |
| 35 | XOMEXXON MOBIL CORP | 34,340 | $3.4M | 0.00% | |
| 36 | JNJJOHNSON & JOHNSON | 21,871 | $3.4M | 0.00% | |
| 37 | AVGOBROADCOM INC | 2,901 | $3.2M | 0.00% | |
| 38 | ORCLORACLE CORP | 29,745 | $3.1M | 0.00% | |
| 39 | QCOMQUALCOMM INC | 20,037 | $2.9M | 0.00% | |
| 40 | LLYELI LILLY & CO | 4,852 | $2.8M | 0.00% | |
| 41 | PEPPEPSICO INC | 16,494 | $2.8M | 0.00% | |
| 42 | WFCWELLS FARGO CO NEW | 54,331 | $2.7M | 0.00% | |
| 43 | SCHOSCHWAB STRATEGIC TR | 52,595 | $2.5M | 0.00% | |
| 44 | CSCOCISCO SYS INC | 49,250 | $2.5M | 0.00% | |
| 45 | ABBVABBVIE INC | 16,025 | $2.5M | 0.00% | |
| 46 | AMATAPPLIED MATLS INC | 15,016 | $2.4M | 0.00% | |
| 47 | CATCATERPILLAR INC | 8,209 | $2.4M | 0.00% | |
| 48 | SHWSHERWIN WILLIAMS CO | 7,501 | $2.3M | 0.00% | |
| 49 | VVISA INC | 8,883 | $2.3M | 0.00% | |
| 50 | IGIBISHARES TR | 43,872 | $2.3M | 0.00% | |
| 51 | IBMINTERNATIONAL BUSINESS MACHS | 13,945 | $2.3M | 0.00% | |
| 52 | VUGVANGUARD INDEX FDS | 7,193 | $2.2M | 0.00% | |
| 53 | IAGGISHARES TR | 44,645 | $2.2M | 0.00% | |
| 54 | SCHRSCHWAB STRATEGIC TR | 44,639 | $2.2M | 0.00% | |
| 55 | IEMGISHARES INC | 43,578 | $2.2M | 0.00% | |
| 56 | NVONOVO-NORDISK A S | 20,355 | $2.1M | 0.00% | |
| 57 | PGPROCTER AND GAMBLE CO | 14,274 | $2.1M | 0.00% | |
| 58 | AXPAMERICAN EXPRESS CO | 10,837 | $2.0M | 0.00% | |
| 59 | FDXFEDEX CORP | 7,975 | $2.0M | 0.00% | |
| 60 | BACBANK AMERICA CORP | 59,764 | $2.0M | 0.00% | |
| 61 | GILDGILEAD SCIENCES INC | 23,497 | $1.9M | 0.00% | |
| 62 | CMCSACOMCAST CORP NEW | 42,390 | $1.9M | 0.00% | |
| 63 | IGSBISHARES TR | 36,126 | $1.9M | 0.00% | |
| 64 | IVVISHARES TR | 3,797 | $1.8M | 0.00% | |
| 65 | MAMASTERCARD INCORPORATED | 4,217 | $1.8M | 0.00% | |
| 66 | ASMLASML HOLDING N V | 2,349 | $1.8M | 0.00% | |
| 67 | VMBSVANGUARD SCOTTSDALE FDS | 38,177 | $1.8M | 0.00% | |
| 68 | BMYBRISTOL-MYERS SQUIBB CO | 33,111 | $1.7M | 0.00% | |
| 69 | MRSHMARSH & MCLENNAN COS INC | 8,960 | $1.7M | 0.00% | |
| 70 | SCZISHARES TR | 27,171 | $1.7M | 0.00% | |
| 71 | TXNTEXAS INSTRS INC | 9,853 | $1.7M | 0.00% | |
| 72 | TJXTJX COS INC NEW | 17,868 | $1.7M | 0.00% | |
| 73 | NVSNNOVARTIS AG | 16,320 | $1.6M | 0.00% | |
| 74 | AMGNAMGEN INC | 5,721 | $1.6M | 0.00% | |
| 75 | BACVERIZON COMMUNICATIONS INC | 43,708 | $1.6M | 0.00% | |
| 76 | PFEPFIZER INC | 54,873 | $1.6M | 0.00% | |
| 77 | DEDEERE & CO | 3,902 | $1.6M | 0.00% | |
| 78 | VTVVANGUARD INDEX FDS | 10,175 | $1.5M | 0.00% | |
| 79 | BPBP PLC | 41,992 | $1.5M | 0.00% | |
| 80 | CVXCHEVRON CORP NEW | 9,952 | $1.5M | 0.00% | |
| 81 | SAPSAP SE | 9,531 | $1.5M | 0.00% | |
| 82 | NKENIKE INC | 13,488 | $1.5M | 0.00% | |
| 83 | STLASTELLANTIS N.V | 62,336 | $1.5M | 0.00% | |
| 84 | TMTOYOTA MOTOR CORP | 7,461 | $1.4M | 0.00% | |
| 85 | UNPUNION PAC CORP | 5,459 | $1.3M | 0.00% | |
| 86 | TFISPDR SER TR | 28,226 | $1.3M | 0.00% | |
| 87 | DWDMORGAN STANLEY | 13,560 | $1.3M | 0.00% | |
| 88 | GSKGSK PLC | 33,527 | $1.2M | 0.00% | |
| 89 | IWFISHARES TR | 4,070 | $1.2M | 0.00% | |
| 90 | SNYSANOFI | 24,793 | $1.2M | 0.00% | |
| 91 | SHELSHELL PLC | 18,500 | $1.2M | 0.00% | |
| 92 | SPIBSPDR SER TR | 36,871 | $1.2M | 0.00% | |
| 93 | SIGSIGNET JEWELERS LIMITED | 11,090 | $1.2M | 0.00% | |
| 94 | RIORIO TINTO PLC | 15,974 | $1.2M | 0.00% | |
| 95 | 4I1PHILIP MORRIS INTL INC | 12,622 | $1.2M | 0.00% | |
| 96 | UBSUBS GROUP AG | 38,003 | $1.2M | 0.00% | |
| 97 | COPCONOCOPHILLIPS | 10,077 | $1.2M | 0.00% | |
| 98 | COSTCOSTCO WHSL CORP NEW | 1,739 | $1.1M | 0.00% | |
| 99 | LOWLOWES COS INC | 5,135 | $1.1M | 0.00% | |
| 100 | LRCXEURLAM RESEARCH CORP | 1,459 | $1.1M | 0.00% |
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