Boxwood Ventures, Inc.
38 holdingsFiling period: 2026-06-30Current AUM: $173.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard FTSE All-World ex-US ETF | 427.2K | $35.8M | $35.8M | 20.60% | -- | 2026-06-30 |
| 2 | VTI | Vanguard Total Stock Market ETF | 41.0K | $15.2M | $15.3M | 8.80% | -- | 2026-06-30 |
| 3 | SPY | SPDR S&P 500 ETF | 19.6K | $14.6M | $14.8M | 8.54% | +1 | 2026-06-30 |
| 4 | AAPL | Apple, Inc. | 37.7K | $10.9M | $12.5M | 7.20% | -- | 2026-06-30 |
| 5 | NVDA | NVIDIA Corp. | 53.9K | $10.8M | $11.4M | 6.58% | -- | 2026-06-30 |
| 6 | VT | Vanguard Total World Stock ETF | 61.4K | $9.6M | $9.7M | 5.59% | +35.2K | 2026-06-30 |
| 7 | GOOGL | Alphabet Inc. | 26.9K | $9.5M | $9.2M | 5.28% | -- | 2026-06-30 |
| 8 | EEM | iShares MSCI Emerging Markets ETF | 110.6K | $7.6M | $7.3M | 4.19% | -- | 2026-06-30 |
| 9 | MSFT | Microsoft Corp. | 19.9K | $7.3M | $9.8M | 5.62% | -- | 2026-06-30 |
| 10 | AMZN | Amazon.Com Inc | 24.5K | $5.9M | $6.1M | 3.53% | +1.3K | 2026-06-30 |
| 11 | LRCX | Lam Research Corporation | 12.0K | $5.2M | $3.2M | 1.87% | -- | 2026-06-30 |
| 12 | AVGO | Broadcom Inc | 12.9K | $4.8M | $4.3M | 2.48% | -- | 2026-06-30 |
| 13 | NFLX | Netflix, Inc. | 50.0K | $3.7M | $4.0M | 2.32% | -- | 2026-06-30 |
| 14 | JNJ | Johnson & Johnson | 13.5K | $3.4M | $3.6M | 2.07% | -- | 2026-06-30 |
| 15 | WMT | Wal-Mart | 24.0K | $2.7M | $2.6M | 1.49% | -- | 2026-06-30 |
| 16 | VDE | Vanguard Energy ETF | 13.9K | $2.1M | $2.6M | 1.48% | -13,860 | 2026-06-30 |
| 17 | MET | MetLife Inc. | 23.5K | $2.0M | $2.3M | 1.35% | -- | 2026-06-30 |
| 18 | NEE | Nextera Energy Inc | 21.1K | $1.9M | $1.7M | 0.99% | -- | 2026-06-30 |
| 19 | MRK | Merck & Co. Inc | 13.6K | $1.7M | $1.9M | 1.12% | -- | 2026-06-30 |
| 20 | CSCO | Cisco Systems, Inc. | 14.5K | $1.7M | $1.6M | 0.92% | -- | 2026-06-30 |
| 21 | XOM | Exxon Mobil Corp. | 11.1K | $1.5M | $1.9M | 1.08% | -- | 2026-06-30 |
| 22 | XOM | Exxon Mobil Corp. | 11.1K | $1.5M | $1.9M | 1.08% | -- | 2026-06-30 |
| 23 | LOPE | Grand Canyon Education Inc. | 10.3K | $1.5M | $1.6M | 0.90% | -- | 2026-06-30 |
| 24 | CBSH | Commerce Bancshares Inc | 25.0K | $1.4M | $1.5M | 0.85% | -- | 2026-06-30 |
| 25 | UNM | Unum Group | 10.4K | $930K | $997K | 0.57% | -- | 2026-06-30 |
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