World Investment Advisors
1,527 holdingsFiling period: 2026-06-30Current AUM: $6.22Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 778.2K | $198.9M | $236.4M | 3.80% | -91,901 | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 236.3K | $143.4M | $146.8M | 2.36% | -3,665 | 2026-06-30 |
| 3 | MSFT | Microsoft Corp | 262.1K | $97.1M | $138.6M | 2.23% | -18,353 | 2026-06-30 |
| 4 | BSV | Vanguard BD Index Fds | 1.17M | $92.0M | $90.6M | 1.46% | +8.6K | 2026-06-30 |
| 5 | SPYM | Spdr Series Trust | 1.17M | $89.8M | $92.1M | 1.48% | -1,420 | 2026-06-30 |
| 6 | IVV | iShares TR | 122.3K | $86.3M | $88.6M | 1.43% | +16.8K | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc | 261.2K | $76.0M | $67.4M | 1.08% | -9,304 | 2026-06-30 |
| 8 | NVDA | NVIDIA Corporation | 419.2K | $74.8M | $80.7M | 1.30% | -59,531 | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 342.4K | $72.2M | $75.5M | 1.21% | -39,568 | 2026-06-30 |
| 10 | JPM | JPMorgan Chase & Co | 235.5K | $69.5M | $70.9M | 1.14% | -5,404 | 2026-06-30 |
| 11 | BIV | Vanguard BD Index Fds | 793.5K | $61.2M | $59.0M | 0.95% | +4.1K | 2026-06-30 |
| 12 | SCHV | Schwab Strategic TR | 1.97M | $60.2M | $59.7M | 0.96% | -6,923 | 2026-06-30 |
| 13 | VEA | Vanguard Tax-Managed Fds | 864.1K | $56.7M | $55.1M | 0.89% | +252 | 2026-06-30 |
| 14 | AVGO | Broadcom Inc | 174.3K | $55.5M | $48.4M | 0.78% | -3,499 | 2026-06-30 |
| 15 | GOOG | Alphabet Inc | 187.2K | $54.2M | $48.2M | 0.78% | -8,485 | 2026-06-30 |
| 16 | SCHG | Schwab Strategic TR | 1.79M | $53.7M | $55.7M | 0.90% | -8,198 | 2026-06-30 |
| 17 | CHD | Church & Dwight Co Inc | 558.8K | $52.1M | $56.7M | 0.91% | +64 | 2026-06-30 |
| 18 | SLQD | iShares TR | 1.03M | $52.1M | $51.4M | 0.83% | -- | 2026-06-30 |
| 19 | META | Meta Platforms Inc | 87.4K | $49.9M | $55.9M | 0.90% | -6,732 | 2026-06-30 |
| 20 | SPY | State Str Spdr S&P 500 ETF T | 74.5K | $49.9M | $51.2M | 0.82% | -3,345 | 2026-06-30 |
| 21 | AVUS | American Centy ETF TR | 441.5K | $49.1M | $49.4M | 0.79% | -- | 2026-06-30 |
| 22 | IVE | iShares TR | 225.4K | $48.3M | $50.8M | 0.82% | -13,241 | 2026-06-30 |
| 23 | QQQ | Invesco Qqq TR | 76.0K | $43.9M | $42.4M | 0.68% | -16,394 | 2026-06-30 |
| 24 | SCHX | Schwab Strategic TR | 1.65M | $42.3M | $43.3M | 0.70% | -482 | 2026-06-30 |
| 25 | IJS | iShares TR | 342.5K | $40.6M | $39.1M | 0.63% | -250 | 2026-06-30 |
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