Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$6.21B
Total Bought
$1.09B
Total Sold
$89.67M
Net Transaction
+$998.04M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
APPLE INC(AAPL)1,566,9221,709,940+143,018328,385398,4156.42%+70,030
META PLATFORMS INC(META)209,648237,411+27,763104,700135,9032.19%+31,203
TESLA INC(TSLA)207,453262,578+55,12540,95768,6981.11%+27,741
BROADCOM INC(AVGO)48,493541,675+493,18267,42093,4391.50%+26,019
NVIDIA CORPORATION(NVDA)2,491,1862,670,751+179,565300,967324,3365.22%+23,369
UNITEDHEALTH GROUP INC(UNH)83,839101,526+17,68742,55459,3600.96%+16,807
JOHNSON & JOHNSON(JNJ)0201,049+201,049032,5820.52%+32,582
BERKSHIRE HATHAWAY INC DEL140,324158,151+17,82757,00672,7911.17%+15,784
MICROSOFT CORP(MSFT)773,105833,516+60,411343,326358,6625.78%+15,336
EXXON MOBIL CORP357,751422,090+64,33936,24449,4770.80%+13,233
HOME DEPOT INC(HD)0108,167+108,167043,8290.71%+43,829
WALMART INC(WMT)462,051529,813+67,76230,61242,7820.69%+12,171
JPMORGAN CHASE & CO.(JPM)291,483328,502+37,01958,10769,2681.12%+11,161
ABBVIE INC(ABBV)0196,686+196,686038,8410.63%+38,841
MASTERCARD INCORPORATED(MA)095,700+95,700047,2570.76%+47,257
ORACLE CORP(ORCL)192,150208,711+16,56126,77435,5640.57%+8,790
AMAZON COM INC(AMZN)888,131967,783+79,652171,631180,3272.90%+8,696
COSTCO WHSL CORP NEW(COST)49,03355,180+6,14741,43548,9180.79%+7,483
MCDONALDS CORP(MCD)077,386+77,386023,5650.38%+23,565
ACCENTURE PLC IRELAND
SHS CLASS A
072,852+72,852025,7520.41%+25,752
INTERNATIONAL BUSINESS MACHS(IBM)089,542+89,542019,7960.32%+19,796
ELI LILLY & CO(LLY)90,03198,827+8,79680,51687,5551.41%+7,039
COCA COLA CO(KO)351,568394,315+42,74721,93428,3350.46%+6,402
SERVICENOW INC(NOW)21,19225,404+4,21216,63222,7210.37%+6,089
NETFLIX INC(NFLX)46,38351,812+5,42930,73536,7490.59%+6,014
PROCTER AND GAMBLE CO(PG)240,089260,564+20,47539,13045,1300.73%+6,000
ALPHABET INC(GOOG)385,494403,922+18,42861,60967,5321.09%+5,923
LOWES COS INC(LOW)067,636+67,636018,3190.30%+18,319
GE AEROSPACE(GE)099,581+99,581018,7790.30%+18,779
CISCO SYS INC(CSCO)0435,218+435,218023,1620.37%+23,162
VISA INC(V)0181,869+181,869050,0050.81%+50,005
VANGUARD INTL EQUITY INDEX F045,876+45,87605,4910.09%+5,491
PROGRESSIVE CORP(PGR)069,992+69,992017,7610.29%+17,761
RTX CORPORATION(RTX)130,547143,866+13,31912,38317,4310.28%+5,048
SALESFORCE INC(CRM)089,672+89,672024,5440.40%+24,544
THERMO FISHER SCIENTIFIC INC(TMO)039,062+39,062024,1620.39%+24,162
S&P GLOBAL INC(SPGI)29,22634,891+5,66513,03518,0260.29%+4,991
FERGUSON ENTERPRISES INC(FERG)024,246+24,24604,8150.08%+4,815
NEXTERA ENERGY INC(NEE)193,651217,046+23,39513,58918,3470.30%+4,758
CATERPILLAR INC(CAT)053,332+53,332020,8590.34%+20,859
BLACKROCK INC(BLK)015,724+15,724014,9300.24%+14,930
PHILIP MORRIS INTL INC(PM)105,661124,344+18,68310,48815,0950.24%+4,607
INTUITIVE SURGICAL INC38,47544,145+5,67017,11321,6870.35%+4,574
GILEAD SCIENCES INC(GILD)0140,901+140,901011,8130.19%+11,813
LOCKHEED MARTIN CORP(LMT)23,42926,311+2,88210,92115,3800.25%+4,460
AT&T INC(T)551,660650,098+98,4389,93914,3020.23%+4,363
ABBOTT LABS0171,740+171,740019,5800.32%+19,580
TE CONNECTIVITY PLC(TEL)027,719+27,71904,1850.07%+4,185
AMERICAN EXPRESS CO(AXP)068,589+68,589018,6010.30%+18,601
LINDE PLC(LIN)045,416+45,416021,6570.35%+21,657
NOVARTIS AG(NVS)69,77497,749+27,9757,32411,2430.18%+3,919
COMCAST CORP NEW(CCZ)0434,489+434,489018,1490.29%+18,149
ADVANCED MICRO DEVICES INC(AMD)0153,420+153,420025,1730.41%+25,173
BRISTOL-MYERS SQUIBB CO(BMY)0160,691+160,69108,3140.13%+8,314
UNION PAC CORP(UNP)061,813+61,813015,2360.25%+15,236
CONSTELLATION ENERGY CORP(CEG)034,027+34,02708,8480.14%+8,848
DANAHER CORPORATION(DHR)56,63362,905+6,27214,10317,4890.28%+3,386
AUTOMATIC DATA PROCESSING IN38,61145,537+6,9269,21612,6020.20%+3,386
HCA HEALTHCARE INC(HCA)029,233+29,233011,8810.19%+11,881
TEXAS INSTRS INC(TXN)90,156100,364+10,20817,52920,7320.33%+3,204
STARBUCKS CORP(SBUX)0121,507+121,507011,8460.19%+11,846
BLACKSTONE INC(BX)065,870+65,870010,0870.16%+10,087
FISERV INC(FISV)052,015+52,01509,3450.15%+9,345
ZOETIS INC(ZTS)51,77161,296+9,5258,89911,9760.19%+3,077
SHERWIN WILLIAMS CO(SHW)021,768+21,76808,3080.13%+8,308
T-MOBILE US INC(TMUS)47,54954,748+7,1998,36611,2980.18%+2,932
INTUIT(INTU)029,557+29,557018,3550.30%+18,355
GE VERNOVA INC(GEV)21,10724,616+3,5093,3586,2770.10%+2,918
AMERICAN TOWER CORP NEW(AMT)044,678+44,678010,3900.17%+10,390
CINTAS CORP(CTAS)11,81154,018+42,2078,25711,1210.18%+2,865
TRANE TECHNOLOGIES PLC(TT)28,65331,230+2,5779,28012,1400.20%+2,860
PEPSICO INC(PEP)0131,818+131,818022,4160.36%+22,416
D R HORTON INC(DHI)040,247+40,24707,6780.12%+7,678
DUKE ENERGY CORP NEW(DUK)72,92884,905+11,9777,0239,7900.16%+2,767
INTERCONTINENTAL EXCHANGE IN(ICE)068,390+68,390010,9860.18%+10,986
3M CO(MMM)049,797+49,79706,8070.11%+6,807
UNITED RENTALS INC(URI)09,435+9,43507,6400.12%+7,640
PROLOGIS INC.(PLD)074,728+74,72809,4370.15%+9,437
GOLDMAN SACHS GROUP INC(GS)26,83429,682+2,84812,07714,6960.24%+2,619
PFIZER INC(PFE)357,546428,838+71,2929,82212,4110.20%+2,589
PAYPAL HLDGS INC(PYPL)089,604+89,60406,9920.11%+6,992
PALANTIR TECHNOLOGIES INC(PLTR)0163,150+163,15006,0690.10%+6,069
VERIZON COMMUNICATIONS INC(VZ)0327,988+327,988014,7300.24%+14,730
PARKER-HANNIFIN CORP(PH)012,124+12,12407,6600.12%+7,660
EATON CORP PLC(ETN)53,95058,425+4,47516,90519,3640.31%+2,460
MONDELEZ INTL INC(MDLZ)0149,745+149,745011,0320.18%+11,032
CARRIER GLOBAL CORPORATION(CARR)097,773+97,77307,8700.13%+7,870
MOTOROLA SOLUTIONS INC(MSI)020,373+20,37309,1600.15%+9,160
AUTODESK INC029,071+29,07108,0080.13%+8,008
KENVUE INC(KVUE)0195,247+195,24704,5160.07%+4,516
CHUBB LIMITED
COM
35,97439,724+3,7509,16511,4560.18%+2,291
TJX COS INC NEW(TJX)120,008131,004+10,99613,13115,3980.25%+2,267
AFLAC INC(AFL)74,29479,597+5,3036,6348,8990.14%+2,265
BANK AMERICA CORP605,226643,102+37,87623,26525,5180.41%+2,253
UBER TECHNOLOGIES INC(UBER)0170,593+170,593012,8220.21%+12,822
ALTRIA GROUP INC(MO)154,767180,162+25,3956,9699,1950.15%+2,227
SAP SE(SAP)042,707+42,70709,7840.16%+9,784
METLIFE INC(MET)081,433+81,43306,7170.11%+6,717
ADOBE INC(ADBE)47,43954,721+7,28226,19928,3330.46%+2,134
ITT INC(ITT)021,781+21,78103,2560.05%+3,256
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