Vise Technologies, Inc. Q1 2023 Filing
Filed May 10, 2023
Portfolio Value
$379.5T
Holdings
330
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (330 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 155,152 | $12.4M | 0.00% | |
| 2 | VGITVANGUARD SCOTTSDALE FDS | 193,117 | $11.6M | 0.00% | |
| 3 | SCHCSCHWAB STRATEGIC TR | 337,078 | $11.4M | 0.00% | |
| 4 | VGSHVANGUARD SCOTTSDALE FDS | 152,657 | $8.9M | 0.00% | |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 216,866 | $8.8M | 0.00% | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 114,433 | $8.7M | 0.00% | |
| 7 | MBBISHARES TR | 91,823 | $8.7M | 0.00% | |
| 8 | BNDXVANGUARD CHARLOTTE FDS | 171,871 | $8.4M | 0.00% | |
| 9 | AAPLAPPLE INC | 43,868 | $7.2M | 0.00% | |
| 10 | BCIABRDN ETFS | 335,176 | $7.0M | 0.00% | |
| 11 | MSFTMICROSOFT CORP | 20,560 | $5.9M | 0.00% | |
| 12 | SCHHSCHWAB STRATEGIC TR | 301,630 | $5.9M | 0.00% | |
| 13 | SCHPSCHWAB STRATEGIC TR | 103,589 | $5.6M | 0.00% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 117,420 | $5.3M | 0.00% | |
| 15 | VTWOVANGUARD SCOTTSDALE FDS | 72,248 | $5.2M | 0.00% | |
| 16 | USHYISHARES TR | 146,339 | $5.2M | 0.00% | |
| 17 | UPSUNITED PARCEL SERVICE INC | 25,535 | $5.0M | 0.00% | |
| 18 | SCHXSCHWAB STRATEGIC TR | 100,037 | $4.8M | 0.00% | |
| 19 | METAMETA PLATFORMS INC | 22,689 | $4.8M | 0.00% | |
| 20 | AMZNAMAZON COM INC | 44,298 | $4.6M | 0.00% | |
| 21 | XOMEXXON MOBIL CORP | 40,087 | $4.4M | 0.00% | |
| 22 | GOOGLALPHABET INC | 41,617 | $4.3M | 0.00% | |
| 23 | VTEBVANGUARD MUN BD FDS | 79,384 | $4.0M | 0.00% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,456 | $3.5M | 0.00% | |
| 25 | EMBISHARES TR | 39,907 | $3.4M | 0.00% | |
| 26 | NVDANVIDIA CORPORATION | 11,511 | $3.2M | 0.00% | |
| 27 | CSCOCISCO SYS INC | 60,824 | $3.2M | 0.00% | |
| 28 | JPMJPMORGAN CHASE & CO | 24,071 | $3.1M | 0.00% | |
| 29 | HDHOME DEPOT INC | 10,266 | $3.0M | 0.00% | |
| 30 | CMCSACOMCAST CORP NEW | 78,975 | $3.0M | 0.00% | |
| 31 | TSLATESLA INC | 14,092 | $2.9M | 0.00% | |
| 32 | QCOMQUALCOMM INC | 22,833 | $2.9M | 0.00% | |
| 33 | PFEPFIZER INC | 64,291 | $2.6M | 0.00% | |
| 34 | WMTWALMART INC | 17,072 | $2.5M | 0.00% | |
| 35 | MUBISHARES TR | 23,357 | $2.5M | 0.00% | |
| 36 | ABBVABBVIE INC | 15,180 | $2.4M | 0.00% | |
| 37 | JNJJOHNSON & JOHNSON | 15,608 | $2.4M | 0.00% | |
| 38 | PEPPEPSICO INC | 13,014 | $2.4M | 0.00% | |
| 39 | MRKMERCK & CO INC | 21,209 | $2.3M | 0.00% | |
| 40 | UNHUNITEDHEALTH GROUP INC | 4,742 | $2.2M | 0.00% | |
| 41 | BACVERIZON COMMUNICATIONS INC | 51,985 | $2.0M | 0.00% | |
| 42 | SCZISHARES TR | 33,516 | $2.0M | 0.00% | |
| 43 | SCHOSCHWAB STRATEGIC TR | 38,864 | $1.9M | 0.00% | |
| 44 | VVISA INC | 8,357 | $1.9M | 0.00% | |
| 45 | BMYBRISTOL-MYERS SQUIBB CO | 27,096 | $1.9M | 0.00% | |
| 46 | CVXCHEVRON CORP NEW | 11,350 | $1.9M | 0.00% | |
| 47 | MAMASTERCARD INCORPORATED | 4,929 | $1.8M | 0.00% | |
| 48 | DWDMORGAN STANLEY | 20,105 | $1.8M | 0.00% | |
| 49 | GILDGILEAD SCIENCES INC | 20,601 | $1.7M | 0.00% | |
| 50 | AXPAMERICAN EXPRESS CO | 10,310 | $1.7M | 0.00% | |
| 51 | SNYSANOFI | 30,837 | $1.7M | 0.00% | |
| 52 | BPBP PLC | 43,220 | $1.6M | 0.00% | |
| 53 | IGSBISHARES TR | 32,353 | $1.6M | 0.00% | |
| 54 | PGPROCTER AND GAMBLE CO | 10,806 | $1.6M | 0.00% | |
| 55 | SCHRSCHWAB STRATEGIC TR | 31,249 | $1.6M | 0.00% | |
| 56 | ASMLASML HOLDING N V | 2,286 | $1.6M | 0.00% | |
| 57 | COMBGRANITESHARES ETF TR | 72,241 | $1.5M | 0.00% | |
| 58 | IEMGISHARES INC | 31,452 | $1.5M | 0.00% | |
| 59 | NVONOVO-NORDISK A S | 9,421 | $1.5M | 0.00% | |
| 60 | TFISPDR SER TR | 31,972 | $1.5M | 0.00% | |
| 61 | FDXFEDEX CORP | 6,238 | $1.4M | 0.00% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 10,764 | $1.4M | 0.00% | |
| 63 | TJXTJX COS INC NEW | 17,804 | $1.4M | 0.00% | |
| 64 | IGIBISHARES TR | 27,081 | $1.4M | 0.00% | |
| 65 | AVGOBROADCOM INC | 2,113 | $1.4M | 0.00% | |
| 66 | TAT&T INC | 69,242 | $1.3M | 0.00% | |
| 67 | NVSNNOVARTIS AG | 14,475 | $1.3M | 0.00% | |
| 68 | BKNGBOOKING HOLDINGS INC | 501 | $1.3M | 0.00% | |
| 69 | LLYLILLY ELI & CO | 3,827 | $1.3M | 0.00% | |
| 70 | ORCLORACLE CORP | 14,148 | $1.3M | 0.00% | |
| 71 | GSGOLDMAN SACHS GROUP INC | 3,975 | $1.3M | 0.00% | |
| 72 | IAGGISHARES TR | 25,986 | $1.3M | 0.00% | |
| 73 | NKENIKE INC | 10,370 | $1.3M | 0.00% | |
| 74 | SONYSONY GROUP CORPORATION | 14,019 | $1.3M | 0.00% | |
| 75 | VMBSVANGUARD SCOTTSDALE FDS | 25,574 | $1.2M | 0.00% | |
| 76 | BACBANK AMERICA CORP | 41,521 | $1.2M | 0.00% | |
| 77 | VMWEURVMWARE INC | 9,470 | $1.2M | 0.00% | |
| 78 | AMGNAMGEN INC | 4,883 | $1.2M | 0.00% | |
| 79 | SAPSAP SE | 9,277 | $1.2M | 0.00% | |
| 80 | BHPBHP GROUP LTD | 18,055 | $1.1M | 0.00% | |
| 81 | MMM3M CO | 10,171 | $1.1M | 0.00% | |
| 82 | KOCOCA COLA CO | 16,759 | $1.0M | 0.00% | |
| 83 | GSKGSK PLC | 29,029 | $1.0M | 0.00% | |
| 84 | USRTISHARES TR | 20,446 | $1.0M | 0.00% | |
| 85 | SHELSHELL PLC | 17,700 | $1.0M | 0.00% | |
| 86 | CATCATERPILLAR INC | 4,408 | $1.0M | 0.00% | |
| 87 | TMTOYOTA MOTOR CORP | 7,062 | $1.0M | 0.00% | |
| 88 | ABJAABB LTD | 28,979 | $993K | 0.00% | |
| 89 | AMATAPPLIED MATLS INC | 8,032 | $986K | 0.00% | |
| 90 | COPCONOCOPHILLIPS | 9,916 | $983K | 0.00% | |
| 91 | STLASTELLANTIS N.V | 53,679 | $976K | 0.00% | |
| 92 | SIGSIGNET JEWELERS LIMITED | 11,978 | $931K | 0.00% | |
| 93 | SHWSHERWIN WILLIAMS CO | 4,091 | $919K | 0.00% | |
| 94 | SPIBSPDR SER TR | 28,011 | $910K | 0.00% | |
| 95 | PAGPPLAINS GP HLDGS L P | 68,777 | $902K | 0.00% | |
| 96 | SFMSPROUTS FMRS MKT INC | 25,512 | $893K | 0.00% | |
| 97 | SPIPSPDR SER TR | 33,411 | $891K | 0.00% | |
| 98 | DYHTARGET CORP | 5,364 | $888K | 0.00% | |
| 99 | DEODIAGEO PLC | 4,903 | $888K | 0.00% | |
| 100 | UNPUNION PAC CORP | 4,388 | $883K | 0.00% |
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