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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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AAPL | APPLE | 77,080 | +26,630 | +52.78% | $190.76 | 7.29% | 0.00% | 17,121,780 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 38,194 | +13,470 | +54.48% | $331.59 | 6.10% | 0.00% | 14,337,646 | 2025-03-31 | ||||||
NVDA | NVIDIA | 123,762 | +42,150 | +51.65% | $66.46 | 5.71% | 0.00% | 13,413,326 | 2025-03-31 | ||||||
VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 212,750 | -2,616 | -1.21% | $60.08 | 5.32% | 0.06% | 12,486,298 | 2025-03-31 | ||||||
AMZN | AMAZON | 48,287 | +17,180 | +55.23% | $165.80 | 3.91% | 0.00% | 9,187,085 | 2025-03-31 | ||||||
VOO | VANGUARD 500 INDEX FUND | 15,782 | -194 | -1.21% | $248.81 | 3.45% | 0.00% | 8,110,528 | 2025-03-31 | ||||||
META | META | 11,080 | +3,800 | +52.20% | $369.67 | 2.72% | 0.00% | 6,386,069 | 2025-03-31 | ||||||
BRK.B | BERKSHIRE HATHAWAY | 9,455 | +3,400 | +56.15% | $380.02 | 2.14% | 0.00% | 5,035,544 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 29,479 | +10,100 | +52.12% | $141.87 | 1.94% | 0.00% | 4,558,633 | 2025-03-31 | ||||||
VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 70,172 | -862 | -1.21% | $48.03 | 1.81% | 0.01% | 4,256,634 | 2025-03-31 | ||||||
AVGO | BROADCOM | 24,199 | +8,600 | +55.13% | $129.10 | 1.73% | 0.00% | 4,051,639 | 2025-03-31 | ||||||
GOOG | ALPHABET | 23,783 | +7,800 | +48.80% | $139.08 | 1.58% | 0.00% | 3,715,618 | 2025-03-31 | ||||||
TSLA | TESLA | 13,972 | +4,600 | +49.08% | $293.82 | 1.54% | 0.00% | 3,620,984 | 2025-03-31 | ||||||
JPM | JPMORGAN CHASE | 14,524 | +5,200 | +55.77% | $177.36 | 1.52% | 0.00% | 3,562,737 | 2025-03-31 | ||||||
LLY | ELI LILLY | 4,119 | +1,500 | +57.27% | $554.38 | 1.45% | 0.00% | 3,401,923 | 2025-03-31 | ||||||
V | VISA | 8,912 | +3,200 | +56.02% | $265.64 | 1.33% | 0.00% | 3,123,300 | 2025-03-31 | ||||||
XOM | EXXON MOBIL | 22,558 | +7,800 | +52.85% | $101.79 | 1.14% | 0.00% | 2,682,823 | 2025-03-31 | ||||||
UNH | UNITEDHEALTH GROUP | 4,557 | +1,500 | +49.07% | $519.29 | 1.02% | 0.00% | 2,386,729 | 2025-03-31 | ||||||
MA | MASTERCARD | 4,042 | +1,300 | +47.41% | $421.54 | 0.94% | 0.00% | 2,215,501 | 2025-03-31 | ||||||
COST | COSTCO WHOLESALE | 2,186 | +725 | +49.62% | $724.99 | 0.88% | 0.00% | 2,067,475 | 2025-03-31 | ||||||
PG | PROCTER & GAMBLE | 11,618 | +3,750 | +47.66% | $154.13 | 0.84% | 0.00% | 1,979,940 | 2025-03-31 | ||||||
NFLX | NETFLIX | 2,117 | +700 | +49.40% | $521.73 | 0.84% | 0.00% | 1,974,166 | 2025-03-31 | ||||||
JNJ | JOHNSON & JOHNSON | 11,818 | +3,900 | +49.25% | $163.39 | 0.83% | 0.00% | 1,959,897 | 2025-03-31 | ||||||
WMT | WALMART | 21,513 | +7,000 | +48.23% | $66.38 | 0.80% | 0.00% | 1,888,626 | 2025-03-31 | ||||||
HD | HOME DEPOT | 5,121 | +1,800 | +54.20% | $340.21 | 0.80% | 0.00% | 1,876,795 | 2025-03-31 | ||||||
ABBV | ABBVIE | 8,765 | +2,900 | +49.45% | $165.82 | 0.78% | 0.00% | 1,836,443 | 2025-03-31 | ||||||
CVX | CHEVRON | 8,229 | +2,600 | +46.19% | $153.88 | 0.59% | 0.00% | 1,376,629 | 2025-03-31 | ||||||
BAC | BANK OF AMERICA | 32,856 | +10,800 | +48.97% | $38.17 | 0.58% | 0.00% | 1,371,081 | 2025-03-31 | ||||||
KO | COCA COLA | 18,860 | +6,200 | +48.97% | $64.12 | 0.58% | 0.00% | 1,350,753 | 2025-03-31 | ||||||
CRM | SALESFORCE | 4,970 | +1,800 | +56.78% | $233.50 | 0.57% | 0.00% | 1,333,749 | 2025-03-31 | ||||||
PM | PHILIP MORRIS INTERNATIONAL | 8,087 | +2,800 | +52.96% | $116.12 | 0.55% | 0.00% | 1,283,650 | 2025-03-31 | ||||||
WFC | WELLS FARGO | 17,207 | +6,200 | +56.33% | $55.87 | 0.53% | 0.00% | 1,235,291 | 2025-03-31 | ||||||
CSCO | CISCO SYSTEMS | 19,459 | +6,400 | +49.01% | $51.60 | 0.51% | 0.00% | 1,200,815 | 2025-03-31 | ||||||
ABT | ABBOTT LABORATORIES | 8,720 | +3,000 | +52.45% | $112.10 | 0.49% | 0.00% | 1,156,708 | 2025-03-31 | ||||||
T | AT&T | 40,097 | +16,500 | +69.92% | $20.04 | 0.48% | 0.00% | 1,133,943 | 2025-03-31 | ||||||
IBM | IBM | 4,555 | +1,500 | +49.10% | $181.47 | 0.48% | 0.00% | 1,132,646 | 2025-03-31 | ||||||
MRK | MERCK & CO | 12,584 | +4,200 | +50.10% | $92.33 | 0.48% | 0.00% | 1,129,540 | 2025-03-31 | ||||||
ORCL | ORACLE | 7,918 | +2,600 | +48.89% | $115.96 | 0.47% | 0.00% | 1,107,016 | 2025-03-31 | ||||||
MCD | MCDONALDS | 3,514 | +1,100 | +45.57% | $275.35 | 0.47% | 0.00% | 1,097,668 | 2025-03-31 | ||||||
PEP | PEPSICO | 6,997 | +2,500 | +55.59% | $162.73 | 0.45% | 0.00% | 1,049,130 | 2025-03-31 | ||||||
LIN | LINDE | 2,243 | +700 | +45.37% | $382.87 | 0.44% | 0.00% | 1,044,431 | 2025-03-31 | ||||||
ACN | ACCENTURE | 3,268 | +1,200 | +58.03% | $315.96 | 0.43% | 0.00% | 1,019,747 | 2025-03-31 | ||||||
VZ | VERIZON COMMUNICATIONS | 21,516 | +7,700 | +55.73% | $42.99 | 0.42% | 0.00% | 975,966 | 2025-03-31 | ||||||
DIS | WALT DISNEY | 9,419 | +3,400 | +56.49% | $107.27 | 0.40% | 0.00% | 929,655 | 2025-03-31 | ||||||
TMO | THERMO FISHER SCIENTIFIC | 1,866 | +600 | +47.39% | $550.86 | 0.40% | 0.00% | 928,522 | 2025-03-31 | ||||||
PLTR | PALANTIR | 10,722 | +3,900 | +57.17% | $46.60 | 0.39% | 0.00% | 904,937 | 2025-03-31 | ||||||
QCOM | QUALCOMM | 5,781 | +2,100 | +57.05% | $149.45 | 0.38% | 0.00% | 888,019 | 2025-03-31 | ||||||
NOW | SERVICENOW | 1,083 | +400 | +58.57% | $675.66 | 0.37% | 0.00% | 862,220 | 2025-03-31 | ||||||
PGR | PROGRESSIVE | 3,036 | +1,100 | +56.82% | $186.40 | 0.37% | 0.00% | 859,218 | 2025-03-31 | ||||||
TXN | TEXAS INSTRUMENTS | 4,715 | +1,700 | +56.38% | $178.67 | 0.36% | 0.00% | 847,286 | 2025-03-31 |