Vise Technologies, Inc. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$507.8T
Holdings
378
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (378 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VCITVANGUARD SCOTTSDALE FDS | 193,204 | $15.6T | 3.06% | |
| 2 | VGITVANGUARD SCOTTSDALE FDS | 239,785 | $14.0T | 2.76% | |
| 3 | BNDXVANGUARD CHARLOTTE FDS | 274,629 | $13.5T | 2.66% | |
| 4 | NVDANVIDIA CORPORATION | 13,448 | $12.2T | 2.39% | |
| 5 | VGSHVANGUARD SCOTTSDALE FDS | 199,139 | $11.6T | 2.28% | |
| 6 | SCHCSCHWAB STRATEGIC TR | 310,086 | $11.1T | 2.19% | |
| 7 | MSFTMICROSOFT CORP | 23,850 | $10.0T | 1.98% | |
| 8 | MBBISHARES TR | 105,720 | $9.8T | 1.92% | |
| 9 | METAMETA PLATFORMS INC | 19,870 | $9.6T | 1.90% | |
| 10 | AMZNAMAZON COM INC | 52,002 | $9.3T | 1.83% | |
| 11 | VCSHVANGUARD SCOTTSDALE FDS | 118,186 | $9.1T | 1.80% | |
| 12 | AAPLAPPLE INC | 51,577 | $8.8T | 1.74% | |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 206,595 | $8.6T | 1.70% | |
| 14 | JPMJPMORGAN CHASE & CO | 39,663 | $7.9T | 1.56% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 143,851 | $7.2T | 1.42% | |
| 16 | SCHHSCHWAB STRATEGIC TR | 338,383 | $6.9T | 1.35% | |
| 17 | VTWOVANGUARD SCOTTSDALE FDS | 80,079 | $6.8T | 1.34% | |
| 18 | GOOGLALPHABET INC | 43,228 | $6.5T | 1.28% | |
| 19 | WMTWALMART INC | 99,095 | $6.0T | 1.17% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,023 | $5.5T | 1.08% | |
| 21 | SCHXSCHWAB STRATEGIC TR | 84,156 | $5.2T | 1.03% | |
| 22 | BCIABRDN ETFS | 253,199 | $5.0T | 0.99% | |
| 23 | SHVISHARES TR | 42,246 | $4.7T | 0.92% | |
| 24 | LLYELI LILLY & CO | 5,768 | $4.5T | 0.88% | |
| 25 | EMBISHARES TR | 49,023 | $4.4T | 0.87% | |
| 26 | MRKMERCK & CO INC | 32,919 | $4.3T | 0.86% | |
| 27 | HDHOME DEPOT INC | 10,754 | $4.1T | 0.81% | |
| 28 | AVGOBROADCOM INC | 3,109 | $4.1T | 0.81% | |
| 29 | ADBEADOBE INC | 8,046 | $4.1T | 0.80% | |
| 30 | JNJJOHNSON & JOHNSON | 24,472 | $3.9T | 0.76% | |
| 31 | USHYISHARES TR | 104,830 | $3.8T | 0.76% | |
| 32 | XOMEXXON MOBIL CORP | 32,575 | $3.8T | 0.75% | |
| 33 | VVISA INC | 13,137 | $3.7T | 0.72% | |
| 34 | PEPPEPSICO INC | 20,946 | $3.7T | 0.72% | |
| 35 | VTEBVANGUARD MUN BD FDS | 72,082 | $3.6T | 0.72% | |
| 36 | UPSUNITED PARCEL SERVICE INC | 23,788 | $3.5T | 0.70% | |
| 37 | QCOMQUALCOMM INC | 20,869 | $3.5T | 0.70% | |
| 38 | SCHPSCHWAB STRATEGIC TR | 66,501 | $3.5T | 0.68% | |
| 39 | TSLATESLA INC | 18,945 | $3.3T | 0.66% | |
| 40 | MUBISHARES TR | 29,495 | $3.2T | 0.63% | |
| 41 | ORCLORACLE CORP | 23,190 | $2.9T | 0.57% | |
| 42 | ABBVABBVIE INC | 15,681 | $2.9T | 0.56% | |
| 43 | SCHOSCHWAB STRATEGIC TR | 54,210 | $2.6T | 0.51% | |
| 44 | WFCWELLS FARGO CO NEW | 44,221 | $2.6T | 0.50% | |
| 45 | NVONOVO-NORDISK A S | 19,714 | $2.5T | 0.50% | |
| 46 | VUGVANGUARD INDEX FDS | 7,258 | $2.5T | 0.49% | |
| 47 | AMATAPPLIED MATLS INC | 12,094 | $2.5T | 0.49% | |
| 48 | CATCATERPILLAR INC | 6,776 | $2.5T | 0.49% | |
| 49 | IBMINTERNATIONAL BUSINESS MACHS | 12,788 | $2.4T | 0.48% | |
| 50 | IEMGISHARES INC | 47,055 | $2.4T | 0.48% | |
| 51 | CSCOCISCO SYS INC | 48,425 | $2.4T | 0.48% | |
| 52 | ASMLASML HOLDING N V | 2,439 | $2.4T | 0.47% | |
| 53 | SHWSHERWIN WILLIAMS CO | 6,732 | $2.3T | 0.46% | |
| 54 | IAGGISHARES TR | 46,554 | $2.3T | 0.46% | |
| 55 | UNHUNITEDHEALTH GROUP INC | 4,654 | $2.3T | 0.45% | |
| 56 | IGIBISHARES TR | 42,618 | $2.2T | 0.43% | |
| 57 | BMYBRISTOL-MYERS SQUIBB CO | 39,177 | $2.1T | 0.42% | |
| 58 | MAMASTERCARD INCORPORATED | 4,320 | $2.1T | 0.41% | |
| 59 | SCHRSCHWAB STRATEGIC TR | 42,130 | $2.1T | 0.41% | |
| 60 | LOWLOWES COS INC | 7,996 | $2.0T | 0.40% | |
| 61 | FDXFEDEX CORP | 6,953 | $2.0T | 0.40% | |
| 62 | TMTOYOTA MOTOR CORP | 7,737 | $1.9T | 0.38% | |
| 63 | SAPSAP SE | 9,823 | $1.9T | 0.38% | |
| 64 | MRSHMARSH & MCLENNAN COS INC | 9,229 | $1.9T | 0.37% | |
| 65 | FFORD MTR CO DEL | 139,705 | $1.9T | 0.37% | |
| 66 | AXPAMERICAN EXPRESS CO | 8,095 | $1.8T | 0.36% | |
| 67 | IGSBISHARES TR | 35,868 | $1.8T | 0.36% | |
| 68 | IVVISHARES TR | 3,462 | $1.8T | 0.36% | |
| 69 | CVXCHEVRON CORP NEW | 10,951 | $1.7T | 0.34% | |
| 70 | PGPROCTER AND GAMBLE CO | 10,632 | $1.7T | 0.34% | |
| 71 | GILDGILEAD SCIENCES INC | 22,537 | $1.7T | 0.33% | |
| 72 | ACNACCENTURE PLC IRELAND | 4,726 | $1.6T | 0.32% | |
| 73 | VMBSVANGUARD SCOTTSDALE FDS | 35,507 | $1.6T | 0.32% | |
| 74 | BPBP PLC | 42,728 | $1.6T | 0.32% | |
| 75 | BACBANK AMERICA CORP | 41,592 | $1.6T | 0.31% | |
| 76 | UBERUBER TECHNOLOGIES INC | 20,480 | $1.6T | 0.31% | |
| 77 | SCZISHARES TR | 24,704 | $1.6T | 0.31% | |
| 78 | BACVERIZON COMMUNICATIONS INC | 36,583 | $1.5T | 0.30% | |
| 79 | STLASTELLANTIS N.V | 53,908 | $1.5T | 0.30% | |
| 80 | GSKGSK PLC | 35,484 | $1.5T | 0.30% | |
| 81 | NVSNNOVARTIS AG | 15,679 | $1.5T | 0.30% | |
| 82 | IWFISHARES TR | 4,496 | $1.5T | 0.30% | |
| 83 | TJXTJX COS INC NEW | 14,753 | $1.5T | 0.29% | |
| 84 | COSTCOSTCO WHSL CORP NEW | 1,920 | $1.4T | 0.28% | |
| 85 | KOCOCA COLA CO | 21,412 | $1.3T | 0.26% | |
| 86 | PFEPFIZER INC | 46,976 | $1.3T | 0.26% | |
| 87 | SHELSHELL PLC | 19,419 | $1.3T | 0.26% | |
| 88 | DWDMORGAN STANLEY | 13,527 | $1.3T | 0.25% | |
| 89 | SPIBSPDR SER TR | 38,701 | $1.3T | 0.25% | |
| 90 | MMM3M CO | 11,923 | $1.3T | 0.25% | |
| 91 | UBSUBS GROUP AG | 40,419 | $1.2T | 0.24% | |
| 92 | AMGNAMGEN INC | 4,264 | $1.2T | 0.24% | |
| 93 | NKENIKE INC | 12,885 | $1.2T | 0.24% | |
| 94 | 4I1PHILIP MORRIS INTL INC | 13,110 | $1.2T | 0.24% | |
| 95 | UNPUNION PAC CORP | 4,784 | $1.2T | 0.23% | |
| 96 | COPCONOCOPHILLIPS | 9,160 | $1.2T | 0.23% | |
| 97 | CMCSACOMCAST CORP NEW | 26,835 | $1.2T | 0.23% | |
| 98 | DEDEERE & CO | 2,749 | $1.1T | 0.22% | |
| 99 | CVSCVS HEALTH CORP | 13,944 | $1.1T | 0.22% | |
| 100 | TFISPDR SER TR | 23,915 | $1.1T | 0.22% |
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