Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$8.86B
Total Bought
$2.24B
Total Sold
$91.10M
Net Transaction
+$2.14B
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)03,477,711+3,477,7110549,6976.20%+549,697
MICROSOFT CORP(MSFT)01,094,697+1,094,6970544,7296.15%+544,729
BROADCOM INC(AVGO)0764,338+764,3380211,2282.38%+211,228
META PLATFORMS INC(META)263,641309,979+46,338151,952228,8232.58%+76,871
AMAZON COM INC(AMZN)01,307,345+1,307,3450286,8373.24%+286,837
ALPHABET INC(GOOG)01,021,416+1,021,4160180,0302.03%+180,030
TESLA INC(TSLA)0368,423+368,4230117,0651.32%+117,065
NETFLIX INC(NFLX)57,90269,723+11,82153,99593,4131.05%+39,418
JPMORGAN CHASE & CO.(JPM)365,278442,656+77,37889,603128,4201.45%+38,817
ALPHABET INC(GOOG)0544,549+544,549096,7301.09%+96,730
ORACLE CORP(ORCL)0271,221+271,221059,3210.67%+59,321
PALANTIR TECHNOLOGIES INC(PLTR)235,257294,476+59,21919,85640,1430.45%+20,288
WALMART INC(WMT)0697,204+697,204068,2280.77%+68,228
VISA INC(V)220,657262,665+42,00877,33293,5451.06%+16,214
COSTCO WHSL CORP NEW(COST)60,97172,460+11,48957,66571,7570.81%+14,091
INTUIT(INTU)33,11143,639+10,52820,33034,3820.39%+14,052
MASTERCARD INCORPORATED(MA)109,454130,490+21,03659,99473,3700.83%+13,376
APPLE INC(AAPL)02,129,345+2,129,3450437,0304.93%+437,030
ADVANCED MICRO DEVICES INC(AMD)0201,264+201,264028,5870.32%+28,587
CAPITAL ONE FINL CORP(COF)094,964+94,964020,2750.23%+20,275
GE AEROSPACE(GE)115,657135,932+20,27523,14935,0940.40%+11,945
PHILIP MORRIS INTL INC(PM)159,077203,550+44,47325,25037,0810.42%+11,830
BANK AMERICA CORP0864,230+864,230040,9180.46%+40,918
SERVICENOW INC(NOW)032,905+32,905033,8550.38%+33,855
AMPHENOL CORP NEW0238,817+238,817023,7470.27%+23,747
GE VERNOVA INC(GEV)037,872+37,872020,6380.23%+20,638
INTERNATIONAL BUSINESS MACHS(IBM)111,547130,618+19,07127,73738,9040.44%+11,166
APPLIED MATLS INC0145,277+145,277026,6010.30%+26,601
GOLDMAN SACHS GROUP INC(GS)042,207+42,207029,8860.34%+29,886
BOOKING HOLDINGS INC(BKNG)05,118+5,118029,6390.33%+29,639
CISCO SYS INC(CSCO)531,393621,032+89,63932,79243,1250.49%+10,333
MORGAN STANLEY(MS)0184,436+184,436025,9880.29%+25,988
EATON CORP PLC(ETN)074,239+74,239026,5090.30%+26,509
UBER TECHNOLOGIES INC(UBER)193,598243,922+50,32414,10622,7600.26%+8,654
TAIWAN SEMICONDUCTOR MFG LTD(TSM)093,138+93,138021,0950.24%+21,095
ABBOTT LABS227,097278,752+51,65530,12437,9360.43%+7,812
CONSTELLATION ENERGY CORP(CEG)046,628+46,628015,1520.17%+15,152
KLA CORP(KLAC)16,71521,307+4,59211,36319,0910.22%+7,728
WELLS FARGO CO NEW(WFC)324,918386,414+61,49623,32630,9650.35%+7,639
INTUITIVE SURGICAL INC057,477+57,477031,2460.35%+31,246
CATERPILLAR INC(CAT)070,798+70,798027,4990.31%+27,499
BERKSHIRE HATHAWAY INC DEL185,291217,916+32,62598,682105,9061.20%+7,223
AMERICAN EXPRESS CO(AXP)081,777+81,777026,0870.29%+26,087
RTX CORPORATION(RTX)168,064198,621+30,55722,26229,0850.33%+6,824
SHOPIFY INC(SHOP)055,248+55,24806,3730.07%+6,373
VANGUARD INTL EQUITY INDEX F0128,038+128,03806,3330.07%+6,333
HOME DEPOT INC(HD)0137,415+137,415050,4060.57%+50,406
BOEING CO(BA)070,007+70,007014,6700.17%+14,670
MICRON TECHNOLOGY INC(MU)115,256130,204+14,94810,01516,0480.18%+6,034
COINBASE GLOBAL INC(COIN)026,026+26,02609,1220.10%+9,122
ARISTA NETWORKS INC(ANET)0154,089+154,089015,7650.18%+15,765
DISNEY WALT CO(DIS)0179,348+179,348022,2660.25%+22,266
TRANE TECHNOLOGIES PLC(TT)039,111+39,111017,1080.19%+17,108
AT&T INC(T)779,744958,928+179,18422,05127,7610.31%+5,710
LAM RESEARCH CORP(LRCX)193,519202,727+9,20814,06919,7340.22%+5,665
COCA COLA CO(KO)439,058523,732+84,67431,44537,0790.42%+5,634
SCHWAB CHARLES CORP(SCHW)150,263190,538+40,27511,76317,3870.20%+5,624
PALO ALTO NETWORKS INC(PANW)098,891+98,891020,2430.23%+20,243
HONEYWELL INTL INC(HON)089,728+89,728020,8990.24%+20,899
AUTODESK INC047,754+47,754014,7830.17%+14,783
TEXAS INSTRS INC(TXN)112,033122,557+10,52420,13225,4480.29%+5,316
ROYAL CARIBBEAN GROUP
COM
039,766+39,766012,4530.14%+12,453
BOSTON SCIENTIFIC CORP(BSX)179,332216,910+37,57818,09123,2990.26%+5,208
CITIGROUP INC(C)0238,276+238,276020,2920.23%+20,292
AXON ENTERPRISE INC(AXON)011,600+11,60009,6040.11%+9,604
SALESFORCE INC(CRM)0120,042+120,042032,7410.37%+32,741
ELI LILLY & CO(LLY)108,346121,020+12,67489,48494,4201.07%+4,936
DEERE & CO(DE)30,57037,802+7,23214,34819,2250.22%+4,877
STRYKER CORPORATION(SYK)052,869+52,869020,9180.24%+20,918
MICROSTRATEGY INC(MSTR)022,896+22,89609,2550.10%+9,255
CLOUDFLARE INC(NET)046,377+46,37709,0830.10%+9,083
CADENCE DESIGN SYSTEM INC(CDNS)044,285+44,285013,6480.15%+13,648
BLACKROCK INC(BLK)021,989+21,989023,1230.26%+23,123
VISTRA CORP(VST)047,928+47,92809,2900.10%+9,290
MCKESSON CORP(MCK)17,79522,263+4,46811,97616,3210.18%+4,345
SPOTIFY TECHNOLOGY S A(SPOT)014,758+14,758011,3240.13%+11,324
S&P GLOBAL INC(SPGI)39,37045,912+6,54220,00424,2940.27%+4,290
SAP SE(SAP)51,83359,496+7,66313,91418,0960.20%+4,182
LOCKHEED MARTIN CORP(LMT)033,292+33,292015,4310.17%+15,431
QUALCOMM INC(QCOM)120,271141,468+21,19718,47522,5380.25%+4,064
TJX COS INC NEW(TJX)149,496180,278+30,78218,20922,2640.25%+4,056
HOWMET AEROSPACE INC(HWM)051,818+51,81809,6470.11%+9,647
ANALOG DEVICES INC(ADI)068,080+68,080016,2270.18%+16,227
QUANTA SVCS INC021,603+21,60308,1690.09%+8,169
CROWDSTRIKE HLDGS INC(CRWD)014,968+14,96807,6270.09%+7,627
HCA HEALTHCARE INC(HCA)31,77438,771+6,99710,98014,8540.17%+3,874
DOORDASH INC(DASH)038,428+38,42809,4740.11%+9,474
LINDE PLC(LIN)50,41357,814+7,40123,47427,1320.31%+3,657
EMERSON ELEC CO(EMR)096,258+96,258012,8350.14%+12,835
ROBINHOOD MKTS INC(HOOD)058,609+58,60905,4880.06%+5,488
SYNOPSYS INC(SNPS)023,531+23,531012,0660.14%+12,066
PARKER-HANNIFIN CORP(PH)017,461+17,461012,1980.14%+12,198
MARATHON PETE CORP(MPC)065,672+65,672010,9130.12%+10,913
AUTOMATIC DATA PROCESSING IN53,43464,316+10,88216,32619,8350.22%+3,509
ASML HOLDING N V
N Y REGISTRY SHS
018,899+18,899015,1530.17%+15,153
JOHNSON CTLS INTL PLC
SHS
088,561+88,56109,3570.11%+9,357
AMERICAN TOWER CORP NEW(AMT)49,44963,924+14,47510,76014,1360.16%+3,376
APPLOVIN CORP(APP)033,183+33,183011,6170.13%+11,617
INTERCONTINENTAL EXCHANGE IN(ICE)79,78893,213+13,42513,76317,1090.19%+3,345
GILEAD SCIENCES INC(GILD)162,316194,028+31,71218,18821,5220.24%+3,334
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