HoldingsChannel.com
| Entity | Amount | Change
12/31/2021 to 03/31/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 ISHARES TR (IEFA) |
136,247 | -316,999 | $9,471 |
| IEFA | 136,247 | -316,999 | $9,471 |
| SCHWAB STRATEGIC TR |
172,846 | +172,846 | $6,563 |
| SCHC | 172,846 | +172,846 | $6,563 |
| VANGUARD SCOTTSDALE FDS (VCIT) |
71,570 | +71,570 | $6,158 |
| VCIT | 71,570 | +71,570 | $6,158 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
131,206 | +131,206 | $6,053 |
| VWO | 131,206 | +131,206 | $6,053 |
| ISHARES TR (IEF) |
53,323 | -222,723 | $5,731 |
| IEF | 53,323 | -222,723 | $5,731 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
89,439 | +89,439 | $5,627 |
| VGIT | 89,439 | +89,439 | $5,627 |
| ABRDN ETFS (BCI) |
176,278 | +176,278 | $5,063 |
| BCI | 176,278 | +176,278 | $5,063 |
| VANGUARD CHARLOTTE FDS (BNDX) |
92,957 | +92,957 | $4,875 |
| BNDX | 92,957 | +92,957 | $4,875 |
| UNITED PARCEL SERVICE INC |
21,581 | -10,399 | $4,628 |
| UPS | 21,581 | -10,399 | $4,628 |
| ISHARES TR (SHV) |
39,233 | -160,772 | $4,325 |
| SHV | 39,233 | -160,772 | $4,325 |
| SCHWAB STRATEGIC TR |
169,865 | +169,865 | $4,228 |
| SCHH | 169,865 | +169,865 | $4,228 |
| APPLE INC |
21,619 | +9,554 | $3,775 |
| AAPL | 21,619 | +9,554 | $3,775 |
| LOCKHEED MARTIN CORP |
8,460 | -9,430 | $3,734 |
| LMT | 8,460 | -9,430 | $3,734 |
| COSTCO WHSL CORP NEW |
6,246 | -8,616 | $3,597 |
| COST | 6,246 | -8,616 | $3,597 |
| ISHARES TR (IWM) |
17,320 | -49,614 | $3,555 |
| IWM | 17,320 | -49,614 | $3,555 |
| VANGUARD INDEX FDS (VOO) |
8,540 | -2,516 | $3,546 |
| VOO | 8,540 | -2,516 | $3,546 |
| LOWES COS INC |
17,161 | -17,865 | $3,470 |
| LOW | 17,161 | -17,865 | $3,470 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
44,440 | +44,440 | $3,470 |
| VCSH | 44,440 | +44,440 | $3,470 |
| ACCENTURE PLC IRELAND |
10,213 | -13,225 | $3,444 |
| ACN | 10,213 | -13,225 | $3,444 |
| VANGUARD TAX MANAGED INTL FD (VEA) |
70,279 | +36,452 | $3,376 |
| VEA | 70,279 | +36,452 | $3,376 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
55,350 | +55,350 | $3,280 |
| VGSH | 55,350 | +55,350 | $3,280 |
| SCHWAB STRATEGIC TR |
52,692 | +52,692 | $3,199 |
| SCHP | 52,692 | +52,692 | $3,199 |
| NORTHROP GRUMMAN CORP |
6,975 | -5,145 | $3,119 |
| NOC | 6,975 | -5,145 | $3,119 |
| ISHARES TR (MBB) |
30,286 | +30,286 | $3,085 |
| MBB | 30,286 | +30,286 | $3,085 |
| TRACTOR SUPPLY CO |
13,198 | -18,392 | $3,080 |
| TSCO | 13,198 | -18,392 | $3,080 |
| ISHARES TR (USHY) |
75,077 | +75,077 | $2,918 |
| USHY | 75,077 | +75,077 | $2,918 |
| DOLLAR GEN CORP NEW |
12,917 | -20,304 | $2,876 |
| DG | 12,917 | -20,304 | $2,876 |
| 3M CO |
19,201 | -18,107 | $2,859 |
| MMM | 19,201 | -18,107 | $2,859 |
| HOME DEPOT INC |
9,524 | -8,939 | $2,851 |
| HD | 9,524 | -8,939 | $2,851 |
| MICROSOFT CORP |
9,202 | +7,068 | $2,837 |
| MSFT | 9,202 | +7,068 | $2,837 |
| VANGUARD SCOTTSDALE FDS (VTWO) |
32,961 | +32,961 | $2,731 |
| VTWO | 32,961 | +32,961 | $2,731 |
| OREILLY AUTOMOTIVE INC |
3,861 | -5,153 | $2,645 |
| ORLY | 3,861 | -5,153 | $2,645 |
| PEPSICO INC |
15,480 | -10,338 | $2,591 |
| PEP | 15,480 | -10,338 | $2,591 |
| SHERWIN WILLIAMS CO |
10,303 | -11,217 | $2,572 |
| SHW | 10,303 | -11,217 | $2,572 |
 BERKSHIRE HATHAWAY INC DEL |
$2,371 | ||
| BRK.B | 6,719 | +2,976 | $2,371 |
| AMAZON COM INC |
718 | +83 | $2,341 |
| AMZN | 718 | +83 | $2,341 |
| GRAINGER W W INC |
4,509 | -6,769 | $2,326 |
| GWW | 4,509 | -6,769 | $2,326 |
| HERSHEY CO |
10,728 | -14,483 | $2,324 |
| HSY | 10,728 | -14,483 | $2,324 |
| AVERY DENNISON CORP |
13,274 | -21,088 | $2,309 |
| AVY | 13,274 | -21,088 | $2,309 |
| ISHARES TR (LQD) |
18,464 | -64,114 | $2,233 |
| LQD | 18,464 | -64,114 | $2,233 |
| ISHARES TR (EMB) |
22,755 | +22,755 | $2,225 |
| EMB | 22,755 | +22,755 | $2,225 |
| CLOROX CO DEL |
14,236 | -17,993 | $1,979 |
| CLX | 14,236 | -17,993 | $1,979 |
| ALPHABET INC |
696 | +439 | $1,936 |
| GOOGL | 696 | +439 | $1,936 |
| TESLA INC |
1,721 | +1,427 | $1,855 |
| TSLA | 1,721 | +1,427 | $1,855 |
| META PLATFORMS INC |
8,148 | -1,637 | $1,812 |
| FB | 8,148 | -1,637 | $1,812 |
| SCHWAB STRATEGIC TR |
33,381 | +31,614 | $1,798 |
| SCHX | 33,381 | +31,614 | $1,798 |
| CDW CORP |
9,312 | -15,798 | $1,666 |
| CDW | 9,312 | -15,798 | $1,666 |
| TARGET CORP |
7,836 | -2,243 | $1,663 |
| TGT | 7,836 | -2,243 | $1,663 |
| HUNT J B TRANS SVCS INC |
8,141 | -13,843 | $1,635 |
| JBHT | 8,141 | -13,843 | $1,635 |
| ORACLE CORP |
18,969 | +9,349 | $1,569 |
| ORCL | 18,969 | +9,349 | $1,569 |
See Full List: All Stocks Held By Vise Technologies Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Vise Technologies Inc.
|
Size ($ in 1000's)
At 03/31/2022: $266,116 At 12/31/2021: $369,422 Vise Technologies Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Vise Technologies Inc. 13F filings. Link to 13F filings: SEC filings |
