Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$4.66B
Total Bought
$4.62B
Total Sold
$850.4K
Net Transaction
+$4.62B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)0697,191+697,1910293,3226.30%+293,322
APPLE INC(AAPL)01,412,131+1,412,1310242,1525.20%+242,152
NVIDIA CORPORATION(NVDA)0224,105+224,1050202,4924.35%+202,492
AMAZON COM INC(AMZN)0797,316+797,3160143,8203.09%+143,820
ALPHABET INC(GOOG)0645,732+645,732097,4602.09%+97,460
META PLATFORMS INC(META)0191,801+191,801093,1352.00%+93,135
ELI LILLY & CO(LLY)079,014+79,014061,4701.32%+61,470
BROADCOM INC(AVGO)041,841+41,841055,4561.19%+55,456
ALPHABET INC(GOOG)0348,138+348,138053,0071.14%+53,007
BERKSHIRE HATHAWAY INC DEL0123,889+123,889052,0981.12%+52,098
JPMORGAN CHASE & CO(JPM)0257,916+257,916051,6611.11%+51,661
VISA INC(V)0159,890+159,890044,6220.96%+44,622
UNITEDHEALTH GROUP INC(UNH)080,250+80,250039,6990.85%+39,699
MASTERCARD INCORPORATED(MA)082,094+82,094039,5340.85%+39,534
TESLA INC(TSLA)0198,959+198,959034,9750.75%+34,975
HOME DEPOT INC(HD)088,777+88,777034,0550.73%+34,055
PROCTER AND GAMBLE CO(PG)0207,718+207,718033,7020.72%+33,702
COSTCO WHSL CORP NEW(COST)043,349+43,349031,7590.68%+31,759
MERCK & CO INC(MRK)0235,344+235,344031,0540.67%+31,054
EXXON MOBIL CORP0266,008+266,008030,9210.66%+30,921
ABBVIE INC(ABBV)0150,568+150,568027,4180.59%+27,418
JOHNSON & JOHNSON(JNJ)0161,464+161,464025,5420.55%+25,542
NETFLIX INC(NFLX)041,737+41,737025,3480.54%+25,348
ADVANCED MICRO DEVICES INC(AMD)0134,837+134,837024,3370.52%+24,337
SALESFORCE INC(CRM)079,365+79,365023,9030.51%+23,903
WALMART INC(WMT)0387,557+387,557023,3190.50%+23,319
ADOBE INC(ADBE)043,235+43,235021,8160.47%+21,816
ORACLE CORP(ORCL)0172,444+172,444021,6610.46%+21,661
CHEVRON CORP NEW(CVX)0131,247+131,247020,7030.44%+20,703
ACCENTURE PLC IRELAND
SHS CLASS A
058,942+58,942020,4300.44%+20,430
BANK AMERICA CORP0507,711+507,711019,2520.41%+19,252
PEPSICO INC(PEP)0109,926+109,926019,2380.41%+19,238
COCA COLA CO(KO)0304,901+304,901018,6540.40%+18,654
APPLIED MATLS INC089,601+89,601018,4780.40%+18,478
MCDONALDS CORP(MCD)064,369+64,369018,1490.39%+18,149
THERMO FISHER SCIENTIFIC INC(TMO)031,181+31,181018,1220.39%+18,122
CISCO SYS INC(CSCO)0346,888+346,888017,3130.37%+17,313
LINDE PLC(LIN)037,067+37,067017,2110.37%+17,211
CATERPILLAR INC(CAT)044,664+44,664016,3660.35%+16,366
DISNEY WALT CO(DIS)0131,284+131,284016,0640.34%+16,064
ABBOTT LABS0141,083+141,083016,0350.34%+16,035
INTUIT(INTU)024,259+24,259015,7680.34%+15,768
SERVICENOW INC(NOW)020,143+20,143015,3570.33%+15,357
COMCAST CORP NEW(CCZ)0352,099+352,099015,2630.33%+15,263
EATON CORP PLC(ETN)047,811+47,811014,9500.32%+14,950
AMGEN INC(AMGN)050,831+50,831014,4520.31%+14,452
QUALCOMM INC(QCOM)085,312+85,312014,4430.31%+14,443
LOWES COS INC(LOW)055,104+55,104014,0370.30%+14,037
TEXAS INSTRS INC(TXN)080,252+80,252013,9810.30%+13,981
AMERICAN EXPRESS CO(AXP)060,149+60,149013,6950.29%+13,695
INTEL CORP(INTC)0304,831+304,831013,4640.29%+13,464
LAM RESEARCH CORP(LRCX)013,826+13,826013,4330.29%+13,433
INTERNATIONAL BUSINESS MACHS(IBM)070,059+70,059013,3780.29%+13,378
GENERAL ELECTRIC CO(GE)075,478+75,478013,2490.28%+13,249
WELLS FARGO CO NEW(WFC)0226,481+226,481013,1270.28%+13,127
INTUITIVE SURGICAL INC032,749+32,749013,0700.28%+13,070
HONEYWELL INTL INC(HON)063,523+63,523013,0380.28%+13,038
NOVO-NORDISK A S(NVO)0101,198+101,198012,9940.28%+12,994
DANAHER CORPORATION(DHR)052,013+52,013012,9890.28%+12,989
UNION PAC CORP(UNP)051,292+51,292012,6140.27%+12,614
PROGRESSIVE CORP(PGR)058,410+58,410012,0800.26%+12,080
CONOCOPHILLIPS(COP)093,481+93,481011,8980.26%+11,898
ASML HOLDING N V
N Y REGISTRY SHS
012,094+12,094011,7370.25%+11,737
S&P GLOBAL INC(SPGI)027,275+27,275011,6040.25%+11,604
ELEVANCE HEALTH INC(ELV)021,880+21,880011,3460.24%+11,346
STRYKER CORPORATION(SYK)031,354+31,354011,2210.24%+11,221
VERIZON COMMUNICATIONS INC(VZ)0266,352+266,352011,1760.24%+11,176
BOOKING HOLDINGS INC(BKNG)03,070+3,070011,1380.24%+11,138
UBER TECHNOLOGIES INC(UBER)0141,071+141,071010,8610.23%+10,861
TJX COS INC NEW(TJX)0106,434+106,434010,7950.23%+10,795
VERTEX PHARMACEUTICALS INC(VRTX)024,987+24,987010,4450.22%+10,445
NEXTERA ENERGY INC(NEE)0163,379+163,379010,4420.22%+10,442
STARBUCKS CORP(SBUX)0108,547+108,54709,9200.21%+9,920
GOLDMAN SACHS GROUP INC(GS)023,701+23,70109,9000.21%+9,900
THE CIGNA GROUP(CI)027,046+27,04609,8230.21%+9,823
BLACKROCK INC(BLK)011,605+11,60509,6750.21%+9,675
CADENCE DESIGN SYSTEM INC(CDNS)031,039+31,03909,6620.21%+9,662
CITIGROUP INC(C)0152,194+152,19409,6250.21%+9,625
MICRON TECHNOLOGY INC(MU)079,488+79,48809,3710.20%+9,371
NIKE INC(NKE)096,613+96,61309,0800.19%+9,080
MARSH & MCLENNAN COS INC(MRSH)044,050+44,05009,0730.19%+9,073
LOCKHEED MARTIN CORP(LMT)019,748+19,74808,9830.19%+8,983
DEERE & CO(DE)021,863+21,86308,9800.19%+8,980
MORGAN STANLEY(MS)094,877+94,87708,9340.19%+8,934
CVS HEALTH CORP(CVS)0110,634+110,63408,8240.19%+8,824
MONDELEZ INTL INC(MDLZ)0126,017+126,01708,8210.19%+8,821
WASTE MGMT INC DEL(WM)040,535+40,53508,6400.19%+8,640
PFIZER INC(PFE)0309,761+309,76108,5960.18%+8,596
SYNOPSYS INC(SNPS)014,983+14,98308,5630.18%+8,563
BOSTON SCIENTIFIC CORP(BSX)0124,682+124,68208,5390.18%+8,539
MARATHON PETE CORP(MPC)041,956+41,95608,4540.18%+8,454
TAIWAN SEMICONDUCTOR MFG LTD(TSM)060,981+60,98108,2960.18%+8,296
AT&T INC(T)0468,073+468,07308,2380.18%+8,238
REGENERON PHARMACEUTICALS(REGN)08,430+8,43008,1140.17%+8,114
UNITED PARCEL SERVICE INC(UPS)053,976+53,97608,0230.17%+8,023
CHUBB LIMITED
COM
030,946+30,94608,0190.17%+8,019
GILEAD SCIENCES INC(GILD)0108,669+108,66907,9600.17%+7,960
PROLOGIS INC.(PLD)060,759+60,75907,9120.17%+7,912
HCA HEALTHCARE INC(HCA)023,362+23,36207,7920.17%+7,792
AUTOMATIC DATA PROCESSING IN031,087+31,08707,7640.17%+7,764
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