CHRISTINE MESSMER PC
81 holdingsFiling period: 2026-03-31Current AUM: $170.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | 307.8K | $23.8M | $23.3M | 13.66% | +74.1K | 2026-03-31 |
| 2 | SPHY | SPDR SERIES TRUST | 749.2K | $17.5M | $17.4M | 10.24% | +15.3K | 2026-03-31 |
| 3 | GOOGL | ALPHABET INC | 25.7K | $7.4M | $9.2M | 5.39% | -1,206 | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 33.3K | $6.9M | $9.0M | 5.31% | +706 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 27.2K | $6.9M | $8.4M | 4.94% | -1,412 | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 17.2K | $6.4M | $8.0M | 4.69% | +460 | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 18.3K | $6.2M | $7.4M | 4.34% | -888 | 2026-03-31 |
| 8 | BND | VANGUARD BD INDEX FDS | 80.2K | $5.9M | $5.8M | 3.41% | -11,090 | 2026-03-31 |
| 9 | VB | VANGUARD INDEX FDS | 22.4K | $5.9M | $6.6M | 3.88% | +1.4K | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 26.2K | $4.6M | $5.3M | 3.09% | +62 | 2026-03-31 |
| 11 | VCSH | VANGUARD SCOTTSDALE FDS | 54.4K | $4.3M | $4.3M | 2.51% | -18,173 | 2026-03-31 |
| 12 | VTEB | VANGUARD MUN BD FDS | 66.8K | $3.3M | $3.3M | 1.95% | -1,433 | 2026-03-31 |
| 13 | VZ | VERIZON COMMUNICATIONS INC | 65.5K | $3.3M | $3.1M | 1.80% | +3.4K | 2026-03-31 |
| 14 | VBR | VANGUARD INDEX FDS | 13.2K | $2.9M | $3.2M | 1.90% | -600 | 2026-03-31 |
| 15 | GSK | GSK PLC | 49.7K | $2.7M | $2.6M | 1.51% | +2.2K | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 14.9K | $2.5M | $2.3M | 1.36% | -1,104 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 14.9K | $2.5M | $2.3M | 1.36% | -1,104 | 2026-03-31 |
| 18 | MRK | MERCK & CO INC | 17.4K | $2.1M | $2.3M | 1.33% | +328 | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 6.8K | $2.0M | $2.4M | 1.40% | +180 | 2026-03-31 |
| 20 | UPS | UNITED PARCEL SVCS INC | 19.4K | $1.9M | $2.0M | 1.19% | +2.7K | 2026-03-31 |
| 21 | CEG | CONSTELLATION ENERGY CORP | 6.5K | $1.8M | $1.7M | 1.01% | +361 | 2026-03-31 |
| 22 | LMT | LOCKHEED MARTIN CORP | 2.7K | $1.6M | $1.6M | 0.92% | -18 | 2026-03-31 |
| 23 | VYM | VANGUARD WHITEHALL FDS | 10.9K | $1.6M | $1.8M | 1.04% | -3,354 | 2026-03-31 |
| 24 | VXUS | VANGUARD STAR FDS | 20.2K | $1.6M | $1.7M | 1.00% | +7.0K | 2026-03-31 |
| 25 | APD | AIR PRODUCTS AND CHEMICALS I | 5.2K | $1.5M | $1.5M | 0.90% | +1.2K | 2026-03-31 |
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