World Investment Advisors
1,561 holdingsFiling period: 2026-03-31Current AUM: $6.91Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 870.1K | $220.8M | $268.8M | 3.89% | -7,047 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 240.0K | $143.4M | $164.8M | 2.38% | -27,506 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 280.5K | $103.8M | $130.3M | 1.89% | +8.1K | 2026-03-31 |
| 4 | BSV | VANGUARD BD INDEX FDS | 1.17M | $91.4M | $90.4M | 1.31% | +66.1K | 2026-03-31 |
| 5 | SPYM | SPDR SERIES TRUST | 1.17M | $89.8M | $103.2M | 1.49% | -158,033 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 478.7K | $83.5M | $96.1M | 1.39% | -123,674 | 2026-03-31 |
| 7 | AMZN | AMAZON COM INC | 382.0K | $79.6M | $103.7M | 1.50% | +2.4K | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 270.5K | $77.8M | $96.3M | 1.39% | -4,227 | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 240.9K | $70.9M | $84.8M | 1.23% | -5,080 | 2026-03-31 |
| 10 | IVV | ISHARES TR | 105.5K | $68.9M | $79.2M | 1.15% | +10.4K | 2026-03-31 |
| 11 | BIV | VANGUARD BD INDEX FDS | 789.4K | $60.9M | $59.6M | 0.86% | +147.3K | 2026-03-31 |
| 12 | SCHV | SCHWAB STRATEGIC TR | 1.98M | $60.3M | $67.4M | 0.97% | +996.4K | 2026-03-31 |
| 13 | GOOG | ALPHABET INC | 195.7K | $56.1M | $69.8M | 1.01% | +5.1K | 2026-03-31 |
| 14 | VEA | VANGUARD TAX-MANAGED FDS | 863.9K | $55.4M | $61.0M | 0.88% | +290.5K | 2026-03-31 |
| 15 | AVGO | BROADCOM INC | 177.8K | $55.0M | $69.2M | 1.00% | +43 | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 94.1K | $53.8M | $52.4M | 0.76% | +876 | 2026-03-31 |
| 17 | QQQ | INVESCO QQQ TR | 92.4K | $53.3M | $63.6M | 0.92% | -34,582 | 2026-03-31 |
| 18 | SCHG | SCHWAB STRATEGIC TR | 1.80M | $52.4M | $61.5M | 0.89% | +795.8K | 2026-03-31 |
| 19 | CHD | CHURCH & DWIGHT CO INC | 558.7K | $52.1M | $55.2M | 0.80% | -172 | 2026-03-31 |
| 20 | SLQD | ISHARES TR | 1.03M | $52.1M | $51.8M | 0.75% | +38.0K | 2026-03-31 |
| 21 | SPY | STATE STR SPDR S&P 500 ETF T | 77.9K | $50.6M | $58.2M | 0.84% | -18,591 | 2026-03-31 |
| 22 | IVE | ISHARES TR | 238.6K | $50.4M | $55.3M | 0.80% | -1,514 | 2026-03-31 |
| 23 | AVUS | AMERICAN CENTY ETF TR | 441.5K | $49.1M | $56.3M | 0.82% | +27.6K | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 285.4K | $48.4M | $44.4M | 0.64% | -17,721 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 285.4K | $48.4M | $44.4M | 0.64% | -17,721 | 2026-03-31 |
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