Vise Technologies, Inc. Q4 2022 Filing
Filed February 10, 2023
Portfolio Value
$319.5T
Holdings
327
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (327 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHCSCHWAB STRATEGIC TR | 322,411 | $10.1M | 0.00% | |
| 2 | VCITVANGUARD SCOTTSDALE FDS | 127,059 | $9.8M | 0.00% | |
| 3 | VGITVANGUARD SCOTTSDALE FDS | 164,738 | $9.6M | 0.00% | |
| 4 | VWOVANGUARD INTL EQUITY INDEX F | 204,135 | $8.0M | 0.00% | |
| 5 | VGSHVANGUARD SCOTTSDALE FDS | 133,277 | $7.7M | 0.00% | |
| 6 | BNDXVANGUARD CHARLOTTE FDS | 159,950 | $7.6M | 0.00% | |
| 7 | BCIABRDN ETFS | 332,012 | $7.3M | 0.00% | |
| 8 | VCSHVANGUARD SCOTTSDALE FDS | 92,594 | $7.0M | 0.00% | |
| 9 | MBBISHARES TR | 70,425 | $6.5M | 0.00% | |
| 10 | SCHHSCHWAB STRATEGIC TR | 290,239 | $5.6M | 0.00% | |
| 11 | VTWOVANGUARD SCOTTSDALE FDS | 71,093 | $5.0M | 0.00% | |
| 12 | SCHPSCHWAB STRATEGIC TR | 95,908 | $5.0M | 0.00% | |
| 13 | AAPLAPPLE INC | 34,970 | $4.5M | 0.00% | |
| 14 | SCHXSCHWAB STRATEGIC TR | 99,976 | $4.5M | 0.00% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 107,488 | $4.5M | 0.00% | |
| 16 | USHYISHARES TR | 125,464 | $4.3M | 0.00% | |
| 17 | MSFTMICROSOFT CORP | 18,038 | $4.3M | 0.00% | |
| 18 | XOMEXXON MOBIL CORP | 37,880 | $4.2M | 0.00% | |
| 19 | UPSUNITED PARCEL SERVICE INC | 20,508 | $3.6M | 0.00% | |
| 20 | GOOGLALPHABET INC | 37,940 | $3.3M | 0.00% | |
| 21 | EMBISHARES TR | 37,003 | $3.1M | 0.00% | |
| 22 | AMZNAMAZON COM INC | 36,864 | $3.1M | 0.00% | |
| 23 | HDHOME DEPOT INC | 9,210 | $2.9M | 0.00% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,235 | $2.9M | 0.00% | |
| 25 | VTEBVANGUARD MUN BD FDS | 56,919 | $2.8M | 0.00% | |
| 26 | JPMJPMORGAN CHASE & CO | 20,200 | $2.7M | 0.00% | |
| 27 | PFEPFIZER INC | 47,987 | $2.5M | 0.00% | |
| 28 | CSCOCISCO SYS INC | 49,686 | $2.4M | 0.00% | |
| 29 | METAMETA PLATFORMS INC | 19,303 | $2.3M | 0.00% | |
| 30 | MRKMERCK & CO INC | 20,548 | $2.3M | 0.00% | |
| 31 | UNHUNITEDHEALTH GROUP INC | 4,250 | $2.3M | 0.00% | |
| 32 | MUBISHARES TR | 20,796 | $2.2M | 0.00% | |
| 33 | PEPPEPSICO INC | 11,811 | $2.1M | 0.00% | |
| 34 | QCOMQUALCOMM INC | 18,923 | $2.1M | 0.00% | |
| 35 | JNJJOHNSON & JOHNSON | 11,533 | $2.0M | 0.00% | |
| 36 | CMCSACOMCAST CORP NEW | 55,618 | $1.9M | 0.00% | |
| 37 | WMTWALMART INC | 13,151 | $1.9M | 0.00% | |
| 38 | SCHOSCHWAB STRATEGIC TR | 38,316 | $1.8M | 0.00% | |
| 39 | ABBVABBVIE INC | 11,334 | $1.8M | 0.00% | |
| 40 | SCZISHARES TR | 30,101 | $1.7M | 0.00% | |
| 41 | IGSBISHARES TR | 33,723 | $1.7M | 0.00% | |
| 42 | VVISA INC | 8,008 | $1.7M | 0.00% | |
| 43 | CVXCHEVRON CORP NEW | 8,995 | $1.6M | 0.00% | |
| 44 | BACVERIZON COMMUNICATIONS INC | 40,963 | $1.6M | 0.00% | |
| 45 | TFISPDR SER TR | 34,494 | $1.6M | 0.00% | |
| 46 | BMYBRISTOL-MYERS SQUIBB CO | 21,372 | $1.5M | 0.00% | |
| 47 | AMGNAMGEN INC | 5,644 | $1.5M | 0.00% | |
| 48 | GILDGILEAD SCIENCES INC | 17,146 | $1.5M | 0.00% | |
| 49 | DWDMORGAN STANLEY | 17,098 | $1.5M | 0.00% | |
| 50 | MAMASTERCARD INCORPORATED | 3,997 | $1.4M | 0.00% | |
| 51 | BPBP PLC | 39,569 | $1.4M | 0.00% | |
| 52 | SNYSANOFI | 27,540 | $1.3M | 0.00% | |
| 53 | MMM3M CO | 11,067 | $1.3M | 0.00% | |
| 54 | GSGOLDMAN SACHS GROUP INC | 3,773 | $1.3M | 0.00% | |
| 55 | NVSNNOVARTIS AG | 13,966 | $1.3M | 0.00% | |
| 56 | PGPROCTER AND GAMBLE CO | 8,351 | $1.3M | 0.00% | |
| 57 | NVONOVO-NORDISK A S | 8,876 | $1.2M | 0.00% | |
| 58 | BACBANK AMERICA CORP | 36,276 | $1.2M | 0.00% | |
| 59 | IEMGISHARES INC | 25,697 | $1.2M | 0.00% | |
| 60 | NVDANVIDIA CORPORATION | 8,199 | $1.2M | 0.00% | |
| 61 | EDCONSOLIDATED EDISON INC | 12,518 | $1.2M | 0.00% | |
| 62 | IBMINTERNATIONAL BUSINESS MACHS | 8,397 | $1.2M | 0.00% | |
| 63 | TSLATESLA INC | 9,517 | $1.2M | 0.00% | |
| 64 | AXPAMERICAN EXPRESS CO | 7,903 | $1.2M | 0.00% | |
| 65 | LLYLILLY ELI & CO | 3,179 | $1.2M | 0.00% | |
| 66 | ASMLASML HOLDING N V | 2,065 | $1.1M | 0.00% | |
| 67 | BHPBHP GROUP LTD | 17,826 | $1.1M | 0.00% | |
| 68 | TJXTJX COS INC NEW | 13,816 | $1.1M | 0.00% | |
| 69 | SCHRSCHWAB STRATEGIC TR | 22,167 | $1.1M | 0.00% | |
| 70 | COPCONOCOPHILLIPS | 9,117 | $1.1M | 0.00% | |
| 71 | NKENIKE INC | 8,908 | $1.0M | 0.00% | |
| 72 | COSTCOSTCO WHSL CORP NEW | 2,249 | $1.0M | 0.00% | |
| 73 | FDXFEDEX CORP | 5,923 | $1.0M | 0.00% | |
| 74 | AVGOBROADCOM INC | 1,803 | $1.0M | 0.00% | |
| 75 | IAGGISHARES TR | 20,932 | $995K | 0.00% | |
| 76 | IGIBISHARES TR | 19,932 | $986K | 0.00% | |
| 77 | BKNGBOOKING HOLDINGS INC | 486 | $979K | 0.00% | |
| 78 | VMWEURVMWARE INC | 7,881 | $967K | 0.00% | |
| 79 | SHELSHELL PLC | 16,679 | $949K | 0.00% | |
| 80 | TAT&T INC | 50,897 | $937K | 0.00% | |
| 81 | GSKGSK PLC | 26,251 | $922K | 0.00% | |
| 82 | SHWSHERWIN WILLIAMS CO | 3,851 | $914K | 0.00% | |
| 83 | COMBGRANITESHARES ETF TR | 40,508 | $911K | 0.00% | |
| 84 | KOCOCA COLA CO | 14,117 | $897K | 0.00% | |
| 85 | SONYSONY GROUP CORPORATION | 11,669 | $890K | 0.00% | |
| 86 | SPMBSPDR SER TR | 40,978 | $889K | 0.00% | |
| 87 | SPIBSPDR SER TR | 27,783 | $884K | 0.00% | |
| 88 | TMTOYOTA MOTOR CORP | 6,452 | $881K | 0.00% | |
| 89 | USRTISHARES TR | 17,756 | $878K | 0.00% | |
| 90 | INTCINTEL CORP | 32,939 | $870K | 0.00% | |
| 91 | SPIPSPDR SER TR | 33,682 | $867K | 0.00% | |
| 92 | SAPSAP SE | 8,380 | $864K | 0.00% | |
| 93 | DEODIAGEO PLC | 4,812 | $857K | 0.00% | |
| 94 | RIORIO TINTO PLC | 11,763 | $837K | 0.00% | |
| 95 | CATCATERPILLAR INC | 3,481 | $833K | 0.00% | |
| 96 | SIGSIGNET JEWELERS LIMITED | 12,222 | $831K | 0.00% | |
| 97 | PAGPPLAINS GP HLDGS L P | 66,243 | $824K | 0.00% | |
| 98 | SPTISPDR SER TR | 29,084 | $821K | 0.00% | |
| 99 | WFCWELLS FARGO CO NEW | 19,448 | $803K | 0.00% | |
| 100 | UNPUNION PAC CORP | 3,840 | $795K | 0.00% |
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