Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$3.35B
Total Bought
$317.39M
Total Sold
$134.92M
Net Transaction
+$182.48M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ALPHABET INC(GOOG)448,420515,362+66,94253,67667,4402.02%+13,764
NVIDIA CORPORATION(NVDA)183,289199,507+16,21877,53586,7842.59%+9,249
AMAZON COM INC(AMZN)558,080640,836+82,75672,75181,4632.44%+8,712
ELI LILLY & CO(LLY)65,33972,190+6,85130,64338,7761.16%+8,133
META PLATFORMS INC(META)151,525163,107+11,58243,48548,9661.46%+5,482
KENVUE INC(KVUE)0250,894+250,89405,0380.15%+5,038
ALPHABET INC(GOOG)355,622363,232+7,61043,02047,8921.43%+4,872
UNITEDHEALTH GROUP INC(UNH)63,45870,065+6,60730,50035,3261.06%+4,826
ABBVIE INC(ABBV)0137,340+137,340020,4720.61%+20,472
EXXON MOBIL CORP212,119230,731+18,61222,75027,1290.81%+4,380
BERKSHIRE HATHAWAY INC DEL88,65998,484+9,82530,23334,4991.03%+4,266
TESLA INC(TSLA)166,516191,203+24,68743,58947,8431.43%+4,254
CHEVRON CORP NEW(CVX)0131,874+131,874022,2370.66%+22,237
AMGEN INC(AMGN)044,354+44,354011,9200.36%+11,920
ACCENTURE PLC IRELAND
SHS CLASS A
46,43456,115+9,68114,32917,2330.52%+2,905
CONOCOPHILLIPS(COP)94,771105,266+10,4959,81912,6110.38%+2,792
COSTCO WHSL CORP NEW(COST)33,95737,201+3,24418,28221,0170.63%+2,735
DANAHER CORPORATION(DHR)048,436+48,436012,0170.36%+12,017
CISCO SYS INC(CSCO)0322,338+322,338017,3290.52%+17,329
JPMORGAN CHASE & CO(JPM)218,452233,877+15,42531,77233,9171.01%+2,145
MASTERCARD INCORPORATED(MA)63,79868,655+4,85725,09227,1810.81%+2,090
ADOBE INC(ADBE)39,07241,498+2,42619,10621,1600.63%+2,054
CATERPILLAR INC(CAT)36,09139,996+3,9058,88010,9190.33%+2,039
RELIANCE STEEL & ALUMINUM CO(RS)016,747+16,74704,3920.13%+4,392
COMCAST CORP NEW(CCZ)340,304360,160+19,85614,14015,9690.48%+1,830
FERGUSON PLC NEW9,62019,896+10,2761,5133,2720.10%+1,759
WALMART INC(WMT)92,649102,039+9,39014,56316,3190.49%+1,757
INTUIT(INTU)18,07119,640+1,5698,28010,0350.30%+1,755
BOOKING HOLDINGS INC(BKNG)02,800+2,80008,6350.26%+8,635
INTEL CORP(INTC)208,395243,636+35,2416,9698,6610.26%+1,693
MARATHON PETE CORP(MPC)039,618+39,61805,9960.18%+5,996
MICROSOFT CORP(MSFT)553,141601,683+48,542188,367189,9815.68%+1,615
OWENS CORNING NEW(OC)022,798+22,79803,1100.09%+3,110
BROADCOM INC(AVGO)33,35836,747+3,38928,93630,5210.91%+1,586
NOVO-NORDISK A S(NVO)088,972+88,97208,0910.24%+8,091
REGENERON PHARMACEUTICALS(REGN)07,969+7,96906,5580.20%+6,558
DIAMONDBACK ENERGY INC(FANG)022,405+22,40503,4700.10%+3,470
PROGRESSIVE CORP(PGR)052,636+52,63607,3320.22%+7,332
THE CIGNA GROUP(CI)028,579+28,57908,1760.24%+8,176
MCKESSON CORP(MCK)9,94212,499+2,5574,2485,4350.16%+1,187
SCHLUMBERGER LTD(SLB)084,988+84,98804,9550.15%+4,955
AUTOMATIC DATA PROCESSING IN033,770+33,77008,1240.24%+8,124
KB FINL GROUP INC(KB)065,235+65,23502,6820.08%+2,682
HOME DEPOT INC(HD)72,99978,711+5,71222,67623,7830.71%+1,107
CADENCE DESIGN SYSTEM INC(CDNS)025,201+25,20105,9050.18%+5,905
VALERO ENERGY CORP(VLO)035,126+35,12604,9780.15%+4,978
EATON CORP PLC(ETN)38,13740,814+2,6777,6698,7050.26%+1,035
HUBBELL INC(HUBB)09,867+9,86703,0920.09%+3,092
EOG RES INC(EOG)033,539+33,53904,2510.13%+4,251
SPDR S&P 500 ETF TR(SPY)04,888+4,88802,0900.06%+2,090
TJX COS INC NEW(TJX)95,540102,572+7,0328,1019,1170.27%+1,016
GILEAD SCIENCES INC(GILD)0111,774+111,77408,3760.25%+8,376
BLACKSTONE INC(BX)038,144+38,14404,0870.12%+4,087
JABIL INC(JBL)26,83130,294+3,4632,8963,8440.11%+948
CHARTER COMMUNICATIONS INC N(CHTR)08,641+8,64103,8000.11%+3,800
PHILLIPS 66(PSX)029,267+29,26703,5160.11%+3,516
AMERICAN INTL GROUP INC070,177+70,17704,2530.13%+4,253
ARISTA NETWORKS INC024,552+24,55204,5160.13%+4,516
SYNOPSYS INC(SNPS)13,74914,987+1,2385,9866,8790.21%+892
AUTOZONE INC(AZO)02,000+2,00005,0800.15%+5,080
PIONEER NAT RES CO018,838+18,83804,3240.13%+4,324
OLD DOMINION FREIGHT LINE IN(ODFL)012,450+12,45005,0940.15%+5,094
DEVON ENERGY CORP NEW(DVN)085,587+85,58704,0830.12%+4,083
EQUINOR ASA(EQNR)045,293+45,29301,4850.04%+1,485
INTERNATIONAL BUSINESS MACHS(IBM)38,89342,239+3,3465,2045,9260.18%+722
PROCTER AND GAMBLE CO(PG)158,870170,189+11,31924,10724,8240.74%+717
ACTIVISION BLIZZARD INC052,424+52,42404,9080.15%+4,908
HALLIBURTON CO(HAL)069,687+69,68702,8220.08%+2,822
CLEAN HARBORS INC(CLH)06,769+6,76901,1330.03%+1,133
CDW CORP(CDW)011,439+11,43902,3080.07%+2,308
UBS GROUP AG(UBS)0115,181+115,18102,8390.08%+2,839
MARRIOTT INTL INC NEW(MAR)022,119+22,11904,3480.13%+4,348
CARRIER GLOBAL CORPORATION(CARR)073,309+73,30904,0470.12%+4,047
POSCO HOLDINGS INC(PKX)020,534+20,53402,1050.06%+2,105
PRUDENTIAL FINL INC(PFH)33,40937,825+4,4162,9473,5890.11%+642
ZOETIS INC(ZTS)36,11339,358+3,2456,2196,8470.20%+629
GRAPHIC PACKAGING HLDG CO(GPK)027,971+27,97106230.02%+623
UNION PAC CORP(UNP)40,10443,326+3,2228,2068,8230.26%+616
EMERSON ELEC CO(EMR)039,021+39,02103,7680.11%+3,768
EXTRA SPACE STORAGE INC(EXR)011,914+11,91401,4480.04%+1,448
WELLS FARGO CO NEW(WFC)175,378197,946+22,5687,4858,0880.24%+603
OCCIDENTAL PETE CORP(OXY)052,151+52,15103,3840.10%+3,384
MOLINA HEALTHCARE INC(MOH)05,602+5,60201,8370.05%+1,837
TRANE TECHNOLOGIES PLC(TT)023,031+23,03104,6730.14%+4,673
CME GROUP INC(CME)021,522+21,52204,3090.13%+4,309
SERVICENOW INC(NOW)14,98016,076+1,0968,4188,9860.27%+568
HESS CORP027,444+27,44404,1990.13%+4,199
UBER TECHNOLOGIES INC(UBER)77,51384,887+7,3743,3463,9040.12%+558
RIVIAN AUTOMOTIVE INC(RIVN)067,159+67,15901,6310.05%+1,631
MARATHON OIL CORP095,116+95,11602,5440.08%+2,544
GENERAL ELECTRIC CO(GE)64,11968,648+4,5297,0437,5890.23%+546
MSCI INC(MSCI)07,894+7,89404,0500.12%+4,050
CONSTELLATION ENERGY CORP(CEG)028,464+28,46403,1050.09%+3,105
LINDE PLC(LIN)27,75729,856+2,09910,57811,1170.33%+539
TOTALENERGIES SE(TTE)045,660+45,66003,0030.09%+3,003
CF INDS HLDGS INC(CF)021,882+21,88201,8760.06%+1,876
METLIFE INC(MET)049,133+49,13303,0910.09%+3,091
ATLASSIAN CORPORATION07,811+7,81101,5740.05%+1,574
CHENIERE ENERGY INC(LNG)017,914+17,91402,9730.09%+2,973
VISA INC(V)124,045130,252+6,20729,45829,9590.90%+501
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