Vise Technologies, Inc. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$265.4T
Holdings
297
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (297 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHCSCHWAB STRATEGIC TR | 311,565 | $8.6M | 0.00% | |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 111,984 | $8.5M | 0.00% | |
| 3 | VGSHVANGUARD SCOTTSDALE FDS | 141,157 | $8.2M | 0.00% | |
| 4 | VGITVANGUARD SCOTTSDALE FDS | 136,815 | $8.0M | 0.00% | |
| 5 | VWOVANGUARD INTL EQUITY INDEX F | 201,930 | $7.4M | 0.00% | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 98,589 | $7.3M | 0.00% | |
| 7 | BNDXVANGUARD CHARLOTTE FDS | 140,274 | $6.7M | 0.00% | |
| 8 | BCIABRDN ETFS | 225,535 | $5.8M | 0.00% | |
| 9 | SCHHSCHWAB STRATEGIC TR | 281,617 | $5.3M | 0.00% | |
| 10 | MBBISHARES TR | 56,562 | $5.2M | 0.00% | |
| 11 | SCHPSCHWAB STRATEGIC TR | 99,021 | $5.1M | 0.00% | |
| 12 | VTWOVANGUARD SCOTTSDALE FDS | 67,726 | $4.5M | 0.00% | |
| 13 | AAPLAPPLE INC | 30,736 | $4.2M | 0.00% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 116,506 | $4.2M | 0.00% | |
| 15 | USHYISHARES TR | 113,885 | $3.8M | 0.00% | |
| 16 | SCHXSCHWAB STRATEGIC TR | 87,674 | $3.7M | 0.00% | |
| 17 | AMZNAMAZON COM INC | 31,422 | $3.6M | 0.00% | |
| 18 | MSFTMICROSOFT CORP | 13,957 | $3.3M | 0.00% | |
| 19 | XOMEXXON MOBIL CORP | 36,277 | $3.2M | 0.00% | |
| 20 | UPSUNITED PARCEL SERVICE INC | 17,928 | $2.9M | 0.00% | |
| 21 | EMBISHARES TR | 33,359 | $2.6M | 0.00% | |
| 22 | TSLATESLA INC | 9,899 | $2.6M | 0.00% | |
| 23 | GOOGLALPHABET INC | 26,943 | $2.6M | 0.00% | |
| 24 | MUBISHARES TR | 23,113 | $2.4M | 0.00% | |
| 25 | COMBGRANITESHARES ETF TR | 77,880 | $2.2M | 0.00% | |
| 26 | IGSBISHARES TR | 40,872 | $2.0M | 0.00% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,501 | $2.0M | 0.00% | |
| 28 | HDHOME DEPOT INC | 7,134 | $2.0M | 0.00% | |
| 29 | UNHUNITEDHEALTH GROUP INC | 3,860 | $1.9M | 0.00% | |
| 30 | VTEBVANGUARD MUN BD FDS | 38,854 | $1.9M | 0.00% | |
| 31 | MRKMERCK & CO INC | 20,509 | $1.8M | 0.00% | |
| 32 | METAMETA PLATFORMS INC | 13,010 | $1.8M | 0.00% | |
| 33 | PFEPFIZER INC | 39,943 | $1.7M | 0.00% | |
| 34 | PEPPEPSICO INC | 10,640 | $1.7M | 0.00% | |
| 35 | JNJJOHNSON & JOHNSON | 10,506 | $1.7M | 0.00% | |
| 36 | CSCOCISCO SYS INC | 41,970 | $1.7M | 0.00% | |
| 37 | JPMJPMORGAN CHASE & CO | 15,869 | $1.7M | 0.00% | |
| 38 | ABBVABBVIE INC | 11,360 | $1.5M | 0.00% | |
| 39 | QCOMQUALCOMM INC | 13,028 | $1.5M | 0.00% | |
| 40 | WMTWALMART INC | 10,774 | $1.4M | 0.00% | |
| 41 | TFISPDR SER TR | 29,886 | $1.3M | 0.00% | |
| 42 | SCHRSCHWAB STRATEGIC TR | 25,786 | $1.3M | 0.00% | |
| 43 | CMCSACOMCAST CORP NEW | 42,592 | $1.2M | 0.00% | |
| 44 | BMYBRISTOL-MYERS SQUIBB CO | 17,199 | $1.2M | 0.00% | |
| 45 | SCZISHARES TR | 24,193 | $1.2M | 0.00% | |
| 46 | IAGGISHARES TR | 24,213 | $1.2M | 0.00% | |
| 47 | DWDMORGAN STANLEY | 14,774 | $1.2M | 0.00% | |
| 48 | BPBP PLC | 38,244 | $1.1M | 0.00% | |
| 49 | PGPROCTER AND GAMBLE CO | 8,643 | $1.1M | 0.00% | |
| 50 | GILDGILEAD SCIENCES INC | 17,449 | $1.1M | 0.00% | |
| 51 | SCHOSCHWAB STRATEGIC TR | 22,080 | $1.1M | 0.00% | |
| 52 | CVXCHEVRON CORP NEW | 7,299 | $1.0M | 0.00% | |
| 53 | IBMINTERNATIONAL BUSINESS MACHS | 8,440 | $1.0M | 0.00% | |
| 54 | IGIBISHARES TR | 20,701 | $999K | 0.00% | |
| 55 | GSGOLDMAN SACHS GROUP INC | 3,323 | $974K | 0.00% | |
| 56 | NVSNNOVARTIS AG | 12,514 | $951K | 0.00% | |
| 57 | MMM3M CO | 8,572 | $947K | 0.00% | |
| 58 | SNYSANOFI | 24,528 | $933K | 0.00% | |
| 59 | FNDCSCHWAB STRATEGIC TR | 34,168 | $929K | 0.00% | |
| 60 | DEODIAGEO PLC | 5,248 | $891K | 0.00% | |
| 61 | BACVERIZON COMMUNICATIONS INC | 23,358 | $887K | 0.00% | |
| 62 | VMBSVANGUARD SCOTTSDALE FDS | 19,644 | $886K | 0.00% | |
| 63 | BACBK OF AMERICA CORP | 28,116 | $849K | 0.00% | |
| 64 | AXPAMERICAN EXPRESS CO | 6,224 | $840K | 0.00% | |
| 65 | LLYLILLY ELI & CO | 2,596 | $839K | 0.00% | |
| 66 | AMGNAMGEN INC | 3,669 | $827K | 0.00% | |
| 67 | BHPBHP GROUP LTD | 16,501 | $826K | 0.00% | |
| 68 | UNPUNION PAC CORP | 4,208 | $820K | 0.00% | |
| 69 | SPMBSPDR SER TR | 38,069 | $817K | 0.00% | |
| 70 | MAMASTERCARD INCORPORATED | 2,820 | $802K | 0.00% | |
| 71 | VVISA INC | 4,502 | $800K | 0.00% | |
| 72 | SPIBSPDR SER TR | 24,993 | $783K | 0.00% | |
| 73 | NVONOVO-NORDISK A S | 7,854 | $782K | 0.00% | |
| 74 | TMTOYOTA MOTOR CORP | 5,955 | $776K | 0.00% | |
| 75 | SHWSHERWIN WILLIAMS CO | 3,785 | $775K | 0.00% | |
| 76 | ASMLASML HOLDING N V | 1,816 | $754K | 0.00% | |
| 77 | TAT&T INC | 48,726 | $747K | 0.00% | |
| 78 | SPTISPDR SER TR | 26,113 | $735K | 0.00% | |
| 79 | FDXFEDEX CORP | 4,923 | $731K | 0.00% | |
| 80 | SHELSHELL PLC | 14,628 | $728K | 0.00% | |
| 81 | COPCONOCOPHILLIPS | 7,088 | $725K | 0.00% | |
| 82 | VWOBVANGUARD WHITEHALL FDS | 12,274 | $706K | 0.00% | |
| 83 | IEMGISHARES INC | 16,356 | $703K | 0.00% | |
| 84 | HYLBDBX ETF TR | 21,351 | $699K | 0.00% | |
| 85 | AMATAPPLIED MATLS INC | 8,486 | $695K | 0.00% | |
| 86 | TJXTJX COS INC NEW | 11,126 | $691K | 0.00% | |
| 87 | TXNTEXAS INSTRS INC | 4,388 | $679K | 0.00% | |
| 88 | SPEMSPDR INDEX SHS FDS | 21,690 | $673K | 0.00% | |
| 89 | WFCWELLS FARGO CO NEW | 16,716 | $672K | 0.00% | |
| 90 | INTCINTEL CORP | 25,911 | $668K | 0.00% | |
| 91 | COSTCOSTCO WHSL CORP NEW | 1,413 | $667K | 0.00% | |
| 92 | KOCOCA COLA CO | 11,847 | $664K | 0.00% | |
| 93 | GSKGSK PLC | 22,280 | $656K | 0.00% | |
| 94 | SAPSAP SE | 7,921 | $644K | 0.00% | |
| 95 | FFORD MTR CO DEL | 57,269 | $641K | 0.00% | |
| 96 | EDCONSOLIDATED EDISON INC | 7,447 | $639K | 0.00% | |
| 97 | LOWLOWES COS INC | 3,326 | $625K | 0.00% | |
| 98 | NKENIKE INC | 7,456 | $620K | 0.00% | |
| 99 | SONYSONY GROUP CORPORATION | 9,663 | $619K | 0.00% | |
| 100 | SIGSIGNET JEWELERS LIMITED | 10,755 | $615K | 0.00% |
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