Universe · entity
Vise Technologies, Inc.
Institutional manager (13F) · CIK 1812090
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $352M | 4,742,037 |
| 2 | NVIDIA CORPORATION | $149M | 801,410 |
| 3 | APPLE INC | $140M | 514,365 |
| 4 | DIMENSIONAL ETF TRUST | $130M | 3,408,299 |
| 5 | MICROSOFT CORP | $111M | 230,434 |
| 6 | DIMENSIONAL ETF TRUST | $109M | 2,274,567 |
| 7 | DIMENSIONAL ETF TRUST | $105M | 2,458,323 |
| 8 | DIMENSIONAL ETF TRUST | $88M | 2,580,784 |
| 9 | DIMENSIONAL ETF TRUST | $88M | 1,257,727 |
| 10 | DIMENSIONAL ETF TRUST | $87M | 2,670,478 |
| 11 | ALPHABET INC | $71M | 226,667 |
| 12 | AMAZON COM INC | $70M | 304,572 |
| 13 | DIMENSIONAL ETF TRUST | $59M | 1,162,271 |
| 14 | VANGUARD INDEX FDS | $58M | 119,316 |
| 15 | ISHARES TR | $56M | 81,725 |
| 16 | META PLATFORMS INC | $49M | 74,032 |
| 17 | BROADCOM INC | $49M | 140,379 |
| 18 | VANGUARD INDEX FDS | $43M | 128,812 |
| 19 | JPMORGAN CHASE & CO | $43M | 132,017 |
| 20 | DIMENSIONAL ETF TRUST | $39M | 1,028,094 |
| 21 | DIMENSIONAL ETF TRUST | $39M | 1,696,565 |
| 22 | VANGUARD SPECIALIZED FUNDS | $37M | 169,613 |
| 23 | DIMENSIONAL ETF TRUST | $37M | 732,975 |
| 24 | VANGUARD INTL EQUITY INDEX F | $35M | 647,307 |
| 25 | TESLA INC | $34M | 75,807 |
| 26 | BERKSHIRE HATHAWAY INC DEL | $33M | 66,274 |
| 27 | ALPHABET INC | $33M | 104,915 |
| 28 | WALMART INC | $31M | 275,341 |
| 29 | DIMENSIONAL ETF TRUST | $30M | 916,244 |
| 30 | VANGUARD SCOTTSDALE FDS | $30M | 352,454 |
| 31 | BLACKROCK ETF TRUST | $29M | 476,752 |
| 32 | VANGUARD SCOTTSDALE FDS | $28M | 475,159 |
| 33 | ISHARES TR | $28M | 226,958 |
| 34 | TAIWAN SEMICONDUCTOR MANUFAC | $27M | 88,731 |
| 35 | VISA INC | $26M | 74,788 |
| 36 | VANGUARD CHARLOTTE FDS | $26M | 535,399 |
| 37 | ELI LILLY & CO | $25M | 23,558 |
| 38 | VANGUARD SCOTTSDALE FDS | $24M | 404,642 |
| 39 | VANGUARD INDEX FDS | $23M | 36,529 |
| 40 | DIMENSIONAL ETF TRUST | $23M | 483,484 |
| 41 | STATE STR SPDR S&P 500 ETF T | $22M | 31,926 |
| 42 | ISHARES TR | $22M | 145,507 |
| 43 | JOHNSON & JOHNSON | $21M | 101,118 |
| 44 | VANGUARD TAX-MANAGED FDS | $21M | 333,953 |
| 45 | SCHWAB STRATEGIC TR | $20M | 452,251 |
| 46 | ISHARES TR | $20M | 207,511 |
| 47 | ISHARES TR | $20M | 197,400 |
| 48 | SCHWAB STRATEGIC TR | $20M | 431,323 |
| 49 | ISHARES INC | $18M | 275,113 |
| 50 | VANGUARD MUN BD FDS | $18M | 366,394 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.