Capital Group Private Client Services

Capital Group Private Client Services as of Dec. 31, 2025

Portfolio Holdings for Capital Group Private Client Services

Capital Group Private Client Services holds 286 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR) 17.0 $1.1B 24M 44.47
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 11.6 $732M 21M 34.65
Capital Group Dividend Value Shs Creation Uni (CGDV) 7.1 $443M 10M 43.64
Alphabet Cap Stk Cl C (GOOG) 4.7 $296M 943k 313.80
Alphabet Cap Stk Cl A (GOOGL) 3.9 $248M 791k 313.00
Capital Group Core Equity Et Shs Creation Uni (CGUS) 3.0 $189M 4.7M 40.23
Capital Group Dividend Growe Shs Etf (CGDG) 2.9 $185M 5.2M 35.64
Capital Group Global Equity SHS (CGGE) 2.7 $171M 5.4M 31.63
Broadcom (AVGO) 2.6 $161M 466k 346.10
Microsoft Corporation (MSFT) 1.9 $119M 246k 483.62
Capital Group Conservative E SHS (CGCV) 1.8 $114M 3.7M 30.49
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 1.5 $96M 3.2M 29.55
Capital Group New Geography SHS (CGNG) 1.3 $85M 2.7M 31.93
Apple (AAPL) 1.3 $80M 295k 271.86
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $80M 127k 627.13
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.2 $75M 248k 303.89
Amazon (AMZN) 1.1 $72M 312k 230.82
Meta Platforms Cl A (META) 1.1 $69M 104k 660.09
Ge Aerospace Com New (GE) 1.0 $64M 206k 308.03
Capital Grp Fixed Incm Etf T Short Duration (CGSD) 1.0 $61M 2.3M 26.01
JPMorgan Chase & Co. (JPM) 0.9 $55M 171k 322.22
Capital Group International SHS (CGIC) 0.8 $53M 1.6M 32.50
Visa Com Cl A (V) 0.7 $43M 123k 350.71
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.7 $43M 1.6M 27.38
Constellation Energy (CEG) 0.7 $43M 121k 353.27
Ge Vernova (GEV) 0.6 $39M 59k 653.57
Philip Morris International (PM) 0.6 $38M 240k 160.40
Capital Group International SHS (CGIE) 0.6 $36M 1.0M 34.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $36M 53k 681.93
Kla Corp Com New (KLAC) 0.6 $36M 29k 1215.08
Ishares Gold Tr Ishares New (IAU) 0.5 $34M 418k 81.17
Marsh & McLennan Companies 0.5 $33M 178k 185.52
Northrop Grumman Corporation (NOC) 0.5 $30M 52k 570.21
Abbott Laboratories (ABT) 0.5 $29M 232k 125.29
Totalenergies Se Act (TTE) 0.4 $28M 430k 65.33
NVIDIA Corporation (NVDA) 0.4 $26M 139k 186.50
Deutsche Bank A G Namen Akt (DB) 0.4 $26M 660k 38.90
Linde SHS (LIN) 0.4 $25M 58k 426.39
Amgen (AMGN) 0.4 $24M 74k 327.31
Royal Caribbean Cruises (RCL) 0.4 $24M 86k 278.92
Eli Lilly & Co. (LLY) 0.4 $24M 22k 1074.68
MercadoLibre (MELI) 0.3 $22M 11k 2014.26
Servicenow (NOW) 0.3 $22M 140k 153.19
Mastercard Incorporated Cl A (MA) 0.3 $21M 37k 570.88
Capital Grp Fixed Incm Etf T Short Duration M (CGSM) 0.3 $21M 779k 26.34
Raytheon Technologies Corp (RTX) 0.3 $20M 112k 183.40
Micron Technology (MU) 0.3 $20M 70k 285.41
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $20M 59k 335.27
Welltower Inc Com reit (WELL) 0.3 $20M 106k 185.61
salesforce (CRM) 0.3 $19M 73k 264.91
TransDigm Group Incorporated (TDG) 0.3 $19M 14k 1329.85
Ryanair Holdings Sponsored Adr (RYAAY) 0.3 $18M 254k 72.19
Atmos Energy Corporation (ATO) 0.3 $18M 107k 167.63
Ishares Tr Core S&p500 Etf (IVV) 0.3 $16M 24k 684.96
UnitedHealth (UNH) 0.3 $16M 48k 330.11
Spdr Series Trust State Street Spd (SPTS) 0.3 $16M 540k 29.28
Aon Shs Cl A (AON) 0.2 $15M 43k 352.88
Ingersoll Rand (IR) 0.2 $15M 190k 79.22
Vanguard Index Fds Small Cp Etf (VB) 0.2 $15M 57k 257.95
Mondelez Intl Cl A (MDLZ) 0.2 $15M 272k 53.83
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $14M 178k 79.73
Abbvie (ABBV) 0.2 $14M 61k 228.49
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 0.2 $14M 483k 28.84
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $13M 83k 160.97
Barrick Mng Corp Com Shs (B) 0.2 $13M 304k 43.56
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $13M 107k 120.18
Beone Medicines Sponsored Ads (ONC) 0.2 $13M 42k 303.81
Tc Energy Corp (TRP) 0.2 $13M 227k 55.06
United Rentals (URI) 0.2 $12M 15k 809.32
Arthur J. Gallagher & Co. (AJG) 0.2 $12M 45k 258.79
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.2 $11M 414k 27.62
Waste Connections (WCN) 0.2 $11M 65k 175.36
Danaher Corporation (DHR) 0.2 $11M 49k 228.92
S&p Global (SPGI) 0.2 $11M 21k 522.59
Tractor Supply Company (TSCO) 0.2 $11M 220k 50.01
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $11M 24k 453.36
CenterPoint Energy (CNP) 0.2 $11M 279k 38.34
Sempra Energy (SRE) 0.2 $10M 118k 88.29
Hilton Worldwide Holdings (HLT) 0.2 $10M 36k 287.25
ConocoPhillips (COP) 0.2 $10M 108k 93.61
HEICO Corporation (HEI) 0.2 $10M 31k 323.59
Accenture Plc Ireland Shs Class A (ACN) 0.2 $9.9M 37k 268.30
Ishares Tr Russell 2000 Etf (IWM) 0.2 $9.6M 39k 246.16
TJX Companies (TJX) 0.1 $9.4M 61k 153.61
Progressive Corporation (PGR) 0.1 $9.1M 40k 227.72
Ametek (AME) 0.1 $8.8M 43k 205.31
Capital Group Equity Etf Tr Us Large Growt (CGGG) 0.1 $8.8M 307k 28.57
Netflix (NFLX) 0.1 $8.5M 90k 93.76
Chipotle Mexican Grill (CMG) 0.1 $8.5M 229k 37.00
Marriott Intl Cl A (MAR) 0.1 $8.3M 27k 310.24
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $8.3M 59k 141.06
Ferrari Nv Ord (RACE) 0.1 $8.1M 22k 374.45
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $8.0M 102k 77.88
Truist Financial Corp equities (TFC) 0.1 $8.0M 162k 49.21
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $7.9M 380k 20.67
Astrazeneca Sponsored Adr 0.1 $7.7M 84k 91.93
Canadian Natl Ry (CNI) 0.1 $7.7M 78k 98.89
Heico Corp Cl A (HEI.A) 0.1 $7.7M 30k 252.43
PNC Financial Services (PNC) 0.1 $7.5M 36k 208.73
Metropcs Communications (TMUS) 0.1 $7.4M 36k 203.04
Capital Group Core Balanced SHS (CGBL) 0.1 $7.3M 208k 35.33
Allegheny Technologies Incorporated (ATI) 0.1 $7.3M 63k 114.76
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $7.1M 12k 603.27
Kkr & Co (KKR) 0.1 $7.1M 55k 127.48
Spdr Series Trust State Street Spd (SPTM) 0.1 $7.0M 85k 82.50
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $6.9M 62k 111.78
Exxon Mobil Corporation (XOM) 0.1 $6.6M 55k 120.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $6.5M 67k 96.27
CSX Corporation (CSX) 0.1 $6.4M 177k 36.25
Itt (ITT) 0.1 $6.3M 36k 173.51
Capital Grp Fixed Incm Etf T Municipal High I (CGHM) 0.1 $6.3M 246k 25.48
Honeywell International (HON) 0.1 $6.2M 32k 195.09
Morgan Stanley Com New (MS) 0.1 $6.2M 35k 177.53
Yum! Brands (YUM) 0.1 $6.1M 41k 151.28
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $6.0M 44k 136.94
Entergy Corporation (ETR) 0.1 $6.0M 64k 92.43
Roblox Corp Cl A (RBLX) 0.1 $5.8M 71k 81.03
Capital Group Equity Etf Tr Us Lrg Value Etf (CGVV) 0.1 $5.7M 214k 26.90
Amphenol Corp Cl A (APH) 0.1 $5.5M 41k 135.14
Costco Wholesale Corporation (COST) 0.1 $5.3M 6.2k 862.34
Arch Cap Group Ord (ACGL) 0.1 $5.1M 54k 95.92
Paychex (PAYX) 0.1 $5.0M 44k 112.18
Ishares Core Msci Emkt (IEMG) 0.1 $4.9M 74k 67.22
Sherwin-Williams Company (SHW) 0.1 $4.9M 15k 324.03
Aramark Hldgs (ARMK) 0.1 $4.9M 133k 36.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.9M 8.0k 614.31
Toast Cl A (TOST) 0.1 $4.5M 127k 35.51
EQT Corporation (EQT) 0.1 $4.4M 81k 53.60
Carrier Global Corporation (CARR) 0.1 $4.3M 82k 52.84
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $4.3M 130k 33.02
Ishares Tr Rus 1000 Etf (IWB) 0.1 $4.3M 11k 373.45
Chubb (CB) 0.1 $4.2M 14k 312.12
Keurig Dr Pepper (KDP) 0.1 $4.2M 150k 28.01
FedEx Corporation (FDX) 0.1 $4.1M 14k 288.86
Church & Dwight (CHD) 0.1 $4.1M 49k 83.85
Ishares Tr Msci Eafe Etf (EFA) 0.1 $4.1M 42k 96.03
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.8M 58k 66.00
Qiagen Nv Com Shs 0.1 $3.8M 85k 44.97
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $3.8M 70k 53.76
Armstrong World Industries (AWI) 0.1 $3.8M 20k 191.10
Caterpillar (CAT) 0.1 $3.7M 6.5k 572.87
Hershey Company (HSY) 0.1 $3.7M 20k 181.98
Asml Holding N V N Y Registry Shs (ASML) 0.1 $3.7M 3.5k 1069.86
Jack Henry & Associates (JKHY) 0.1 $3.6M 20k 182.48
Capital One Financial (COF) 0.1 $3.6M 15k 242.36
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI) 0.1 $3.6M 142k 25.30
Atlassian Corporation Cl A (TEAM) 0.1 $3.6M 22k 162.14
Starbucks Corporation (SBUX) 0.1 $3.6M 42k 84.21
Spdr Gold Tr Gold Shs (GLD) 0.1 $3.5M 8.8k 396.31
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $3.4M 152k 22.64
Te Connectivity Ord Shs (TEL) 0.1 $3.4M 15k 227.51
Burlington Stores (BURL) 0.1 $3.3M 12k 288.85
Comcast Corp Cl A (CMCSA) 0.1 $3.3M 111k 29.89
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $3.2M 52k 62.47
Lennox International (LII) 0.1 $3.2M 6.6k 485.58
Spotify Technology S A SHS (SPOT) 0.1 $3.2M 5.4k 580.71
AES Corporation (AES) 0.0 $3.1M 217k 14.34
Spdr Series Trust State Street Spd (BIL) 0.0 $3.0M 33k 91.38
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.0 $3.0M 50k 59.93
South Bow Corp (SOBO) 0.0 $2.9M 106k 27.50
Saia (SAIA) 0.0 $2.9M 8.9k 326.52
Home Depot (HD) 0.0 $2.9M 8.4k 344.10
Msci (MSCI) 0.0 $2.9M 5.0k 573.73
Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $2.8M 123k 22.32
Advanced Drain Sys Inc Del (WMS) 0.0 $2.6M 18k 144.83
Bristol Myers Squibb (BMY) 0.0 $2.3M 44k 53.94
Oneok (OKE) 0.0 $2.3M 31k 73.50
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $2.3M 57k 39.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $2.2M 4.7k 473.32
Mettler-Toledo International (MTD) 0.0 $2.2M 1.6k 1394.19
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $2.1M 39k 54.71
Applied Materials (AMAT) 0.0 $2.1M 8.0k 256.99
International Paper Company (IP) 0.0 $2.0M 52k 39.39
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $2.0M 14k 141.49
Humana (HUM) 0.0 $2.0M 7.9k 256.13
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $2.0M 23k 87.16
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $2.0M 23k 88.49
Vanguard World Mega Grwth Ind (MGK) 0.0 $1.7M 4.1k 412.73
Flutter Entmt SHS (FLUT) 0.0 $1.7M 7.9k 216.43
Blackstone Group Inc Com Cl A (BX) 0.0 $1.7M 11k 154.14
Vanguard Index Fds Growth Etf (VUG) 0.0 $1.7M 3.4k 487.81
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $1.6M 11k 143.51
Norfolk Southern (NSC) 0.0 $1.6M 5.5k 288.72
Constellation Brands Cl A (STZ) 0.0 $1.5M 11k 137.96
Gartner (IT) 0.0 $1.5M 6.1k 252.28
Vanguard Bd Index Fds Long Term Bond (BLV) 0.0 $1.5M 21k 69.52
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $1.4M 4.4k 323.01
Coca-Cola Company (KO) 0.0 $1.4M 20k 69.91
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD) 0.0 $1.4M 27k 52.34
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $1.4M 15k 89.43
Cme (CME) 0.0 $1.3M 4.9k 273.08
Public Storage (PSA) 0.0 $1.3M 4.9k 259.50
Air Products & Chemicals (APD) 0.0 $1.3M 5.1k 247.02
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.0 $1.2M 19k 64.04
Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $1.2M 32k 38.00
Novo-nordisk A S Adr (NVO) 0.0 $1.2M 23k 50.88
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $1.2M 49k 24.04
Universal Display Corporation (OLED) 0.0 $1.2M 10k 116.78
Equinix (EQIX) 0.0 $1.1M 1.5k 766.16
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $1.1M 15k 75.44
Intel Corporation (INTC) 0.0 $1.0M 28k 36.90
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $1.0M 13k 78.81
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $964k 16k 59.54
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $929k 7.5k 123.25
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) 0.0 $926k 35k 26.52
Ishares Tr Select Divid Etf (DVY) 0.0 $913k 6.5k 141.13
Ishares Tr Core Msci Eafe (IEFA) 0.0 $881k 9.9k 89.46
Take-Two Interactive Software (TTWO) 0.0 $841k 3.3k 256.03
Sap Se Spon Adr (SAP) 0.0 $836k 3.4k 242.91
Icici Bank Adr (IBN) 0.0 $832k 28k 29.80
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $826k 16k 50.29
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.0 $809k 15k 52.39
Kb Finl Group Sponsored Adr (KB) 0.0 $806k 9.4k 86.04
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $802k 3.8k 210.35
Spdr Series Trust State Street Spd (SDY) 0.0 $790k 5.7k 139.15
Regeneron Pharmaceuticals (REGN) 0.0 $785k 1.0k 771.87
East West Ban (EWBC) 0.0 $776k 6.9k 112.39
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $755k 1.00 754800.00
Vanguard Index Fds Value Etf (VTV) 0.0 $751k 3.9k 190.99
Spdr Series Trust State Street Spd (SPYG) 0.0 $742k 7.0k 106.71
Spdr Index Shs Fds Msci Acwi Exus (CWI) 0.0 $677k 19k 35.92
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $676k 4.8k 141.06
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $640k 2.9k 219.80
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $623k 4.3k 146.58
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $622k 2.1k 290.28
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $613k 3.4k 181.19
Johnson & Johnson (JNJ) 0.0 $608k 2.9k 206.95
Webster Financial Corporation (WBS) 0.0 $584k 9.3k 62.94
State Street Corporation (STT) 0.0 $582k 4.5k 129.01
Analog Devices (ADI) 0.0 $582k 2.1k 271.20
Anthem (ELV) 0.0 $578k 1.6k 350.55
Vanguard Index Fds Large Cap Etf (VV) 0.0 $576k 1.8k 314.73
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $569k 2.9k 198.63
Dimensional Etf Trust Intl Core Equity (DFIC) 0.0 $564k 16k 34.46
Chevron Corporation (CVX) 0.0 $561k 3.7k 152.41
Electronic Arts (EA) 0.0 $557k 2.7k 204.33
Smurfit Westrock SHS (SW) 0.0 $548k 14k 38.67
PG&E Corporation (PCG) 0.0 $547k 34k 16.07
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.0 $545k 7.0k 77.53
Tradeweb Mkts Cl A (TW) 0.0 $544k 5.1k 107.54
Ul Solutions Class A Com Shs (ULS) 0.0 $533k 6.8k 78.86
Wells Fargo & Company (WFC) 0.0 $525k 5.6k 93.20
Nike CL B (NKE) 0.0 $524k 8.2k 63.71
Godaddy Cl A (GDDY) 0.0 $511k 4.1k 124.08
Ishares S&p Gsci Commodity- Unit Ben Int (GSG) 0.0 $503k 22k 23.06
Strategy Cl A New (MSTR) 0.0 $493k 3.2k 151.95
Charter Communications Inc N Cl A (CHTR) 0.0 $475k 2.3k 208.75
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $454k 6.4k 70.86
Trinity Industries (TRN) 0.0 $441k 17k 26.44
Edwards Lifesciences (EW) 0.0 $432k 5.1k 85.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $426k 5.8k 74.07
Alnylam Pharmaceuticals (ALNY) 0.0 $426k 1.1k 397.65
CMS Energy Corporation (CMS) 0.0 $421k 6.0k 69.93
Exelon Corporation (EXC) 0.0 $417k 9.6k 43.59
Union Pacific Corporation (UNP) 0.0 $393k 1.7k 231.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $382k 8.2k 46.81
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $379k 2.6k 143.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $379k 14k 26.23
Texas Instruments Incorporated (TXN) 0.0 $365k 2.1k 173.49
Moody's Corporation (MCO) 0.0 $365k 715.00 510.85
Solstice Advanced Matls Com Shs (SOLS) 0.0 $363k 7.5k 48.58
Darden Restaurants (DRI) 0.0 $361k 2.0k 184.02
Sony Group Corp Sponsored Adr (SONY) 0.0 $344k 13k 25.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $320k 4.3k 73.56
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $310k 3.1k 100.35
Dimensional Etf Trust World Ex Us Core (DFAX) 0.0 $309k 9.4k 32.73
Crown Castle Intl (CCI) 0.0 $305k 3.4k 88.87
Dollar General (DG) 0.0 $305k 2.3k 132.77
Freeport-mcmoran CL B (FCX) 0.0 $290k 5.7k 50.79
Vale S A Sponsored Ads (VALE) 0.0 $273k 21k 13.03
CVS Caremark Corporation (CVS) 0.0 $271k 3.4k 79.36
American Tower Reit (AMT) 0.0 $257k 1.5k 175.57
Ishares Tr Msci Usa Value (VLUE) 0.0 $247k 1.8k 136.72
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $245k 2.2k 110.95
Ishares Tr Core Msci Total (IXUS) 0.0 $244k 2.9k 84.64
Cibc Cad (CM) 0.0 $235k 2.6k 90.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $235k 1.1k 211.85
Southern Company (SO) 0.0 $232k 2.7k 87.20
Watsco, Incorporated (WSO) 0.0 $231k 684.00 336.95
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $224k 1.1k 209.12
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $222k 1.5k 148.72
Lincoln Electric Holdings (LECO) 0.0 $220k 916.00 239.64
Prologis (PLD) 0.0 $208k 1.6k 127.66
Spdr Series Trust State Street Spd (SPYV) 0.0 $203k 3.6k 56.81
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.0 $203k 4.2k 48.32
Amcor Ord 0.0 $172k 21k 8.34