Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$6.62B
Total Bought
$835.97M
Total Sold
$322.27M
Net Transaction
+$513.70M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)2,670,7512,817,347+146,596324,336378,3415.71%+54,006
AMAZON COM INC(AMZN)967,7831,047,519+79,736180,327229,8153.47%+49,488
APPLE INC(AAPL)1,709,9401,788,576+78,636398,415447,8956.76%+49,479
TESLA INC(TSLA)262,578289,542+26,96468,698116,9291.77%+48,230
BROADCOM INC(AVGO)541,675584,596+42,92193,439135,5332.05%+42,094
ALPHABET INC(GOOG)0859,243+859,2430162,6552.46%+162,655
BLACKROCK INC(BLK)016,915+16,915017,3400.26%+17,340
JPMORGAN CHASE & CO.(JPM)328,502347,459+18,95769,26883,2891.26%+14,022
ARISTA NETWORKS INC(ANET)0119,765+119,765013,2380.20%+13,238
ALPHABET INC(GOOG)403,922422,813+18,89167,53280,5201.22%+12,989
VISA INC(V)181,869198,172+16,30350,00562,6300.95%+12,625
NETFLIX INC(NFLX)51,81254,838+3,02636,74948,8780.74%+12,129
LAM RESEARCH CORP(LRCX)0163,607+163,607011,8170.18%+11,817
MICROSOFT CORP(MSFT)833,516875,879+42,363358,662369,1845.58%+10,522
META PLATFORMS INC(META)237,411248,907+11,496135,903145,7382.20%+9,834
PALANTIR TECHNOLOGIES INC(PLTR)163,150199,722+36,5726,06915,1050.23%+9,036
SALESFORCE INC(CRM)89,67298,309+8,63724,54432,8680.50%+8,324
WALMART INC(WMT)529,813554,773+24,96042,78250,1240.76%+7,341
SERVICENOW INC(NOW)25,40427,624+2,22022,72129,2850.44%+6,565
WELLS FARGO CO NEW(WFC)0309,112+309,112021,7120.33%+21,712
APPLOVIN CORP(APP)028,994+28,99409,3890.14%+9,389
MASTERCARD INCORPORATED(MA)95,700100,650+4,95047,25752,9990.80%+5,742
CISCO SYS INC(CSCO)435,218482,791+47,57323,16228,5810.43%+5,419
DISNEY WALT CO(DIS)0160,160+160,160017,8340.27%+17,834
BANK AMERICA CORP643,102684,512+41,41025,51830,0840.45%+4,566
BERKSHIRE HATHAWAY INC DEL158,151170,053+11,90272,79177,0811.16%+4,291
BOOKING HOLDINGS INC(BKNG)03,784+3,784018,7980.28%+18,798
MARVELL TECHNOLOGY INC(MRVL)077,512+77,51208,5610.13%+8,561
MORGAN STANLEY(MS)0132,217+132,217016,6220.25%+16,622
COSTCO WHSL CORP NEW(COST)55,18057,334+2,15448,91852,5340.79%+3,616
VANGUARD INDEX FDS09,078+9,07804,8910.07%+4,891
GOLDMAN SACHS GROUP INC(GS)29,68231,382+1,70014,69617,9700.27%+3,274
BOEING CO(BA)052,038+52,03809,2110.14%+9,211
ABBOTT LABS171,740200,490+28,75019,58022,6770.34%+3,097
BRISTOL-MYERS SQUIBB CO(BMY)160,691201,233+40,5428,31411,3820.17%+3,068
GE VERNOVA INC(GEV)24,61628,022+3,4066,2779,2190.14%+2,942
HONEYWELL INTL INC(HON)073,187+73,187016,5320.25%+16,532
CHEVRON CORP NEW(CVX)0162,248+162,248023,5000.35%+23,500
CITIGROUP INC(C)0202,859+202,859014,2790.22%+14,279
INTUITIVE SURGICAL INC44,14546,154+2,00921,68724,0900.36%+2,404
BLACKSTONE INC(BX)65,87071,416+5,54610,08712,3140.19%+2,227
INTERNATIONAL BUSINESS MACHS(IBM)89,542102,719+13,17719,79622,0090.33%+2,214
UNITED AIRLS HLDGS INC(UAL)048,807+48,80704,7390.07%+4,739
FISERV INC(FISV)52,01555,766+3,7519,34511,4550.17%+2,111
ROYAL CARIBBEAN GROUP
COM
033,749+33,74907,7860.12%+7,786
GILEAD SCIENCES INC(GILD)140,901150,217+9,31611,81313,8760.21%+2,063
MCKESSON CORP(MCK)016,387+16,38709,3390.14%+9,339
CONOCOPHILLIPS(COP)0126,299+126,299012,5250.19%+12,525
SCHWAB CHARLES CORP(SCHW)0123,698+123,69809,1550.14%+9,155
LULULEMON ATHLETICA INC(LULU)011,311+11,31104,3260.07%+4,326
EMERSON ELEC CO(EMR)074,971+74,97109,2910.14%+9,291
AT&T INC(T)650,098713,802+63,70414,30216,2530.25%+1,951
AMERIPRISE FINL INC(AMP)018,395+18,39509,7940.15%+9,794
MICROSTRATEGY INC(MSTR)011,884+11,88403,4420.05%+3,442
AMERICAN EXPRESS CO(AXP)68,58968,839+25018,60120,4310.31%+1,829
FORTINET INC(FTNT)086,573+86,57308,1790.12%+8,179
AXON ENTERPRISE INC(AXON)07,785+7,78504,6270.07%+4,627
WILLIAMS COS INC(WMB)0138,440+138,44007,4920.11%+7,492
GENERAL MTRS CO(GM)0161,972+161,97208,6280.13%+8,628
EQUINIX INC(EQIX)09,174+9,17408,6500.13%+8,650
TAIWAN SEMICONDUCTOR MFG LTD(TSM)073,623+73,623014,5400.22%+14,540
KINDER MORGAN INC DEL(KMI)0202,565+202,56505,5500.08%+5,550
BOSTON SCIENTIFIC CORP(BSX)0164,778+164,778014,7180.22%+14,718
AUTOMATIC DATA PROCESSING IN45,53748,698+3,16112,60214,2550.22%+1,653
PAYCHEX INC(PAYX)051,894+51,89407,2770.11%+7,277
CAPITAL ONE FINL CORP(COF)042,438+42,43807,5670.11%+7,567
CADENCE DESIGN SYSTEM INC(CDNS)037,115+37,115011,1520.17%+11,152
COINBASE GLOBAL INC(COIN)016,807+16,80704,1730.06%+4,173
EATON CORP PLC(ETN)58,42563,067+4,64219,36420,9300.32%+1,565
TOYOTA MOTOR CORP(TM)038,106+38,10607,4160.11%+7,416
T-MOBILE US INC(TMUS)54,74858,002+3,25411,29812,8030.19%+1,505
AMPHENOL CORP NEW0175,152+175,152012,1640.18%+12,164
EXPAND ENERGY CORPORATION(EXE)014,935+14,93501,4870.02%+1,487
SHOPIFY INC(SHOP)040,192+40,19204,2740.06%+4,274
SAP SE(SAP)42,70745,650+2,9439,78411,2400.17%+1,455
AUTODESK INC29,07131,864+2,7938,0089,4180.14%+1,410
DISCOVER FINL SVCS033,515+33,51505,8060.09%+5,806
CUMMINS INC(CMI)027,066+27,06609,4350.14%+9,435
DECKERS OUTDOOR CORP(DECK)025,415+25,41505,1620.08%+5,162
ATLASSIAN CORPORATION013,343+13,34303,2480.05%+3,248
SUPER MICRO COMPUTER INC(SMCI)043,104+43,10401,3140.02%+1,314
EDWARDS LIFESCIENCES CORP061,125+61,12504,5250.07%+4,525
TJX COS INC NEW(TJX)131,004138,315+7,31115,39816,7100.25%+1,312
PHILIP MORRIS INTL INC(PM)124,344136,130+11,78615,09516,3830.25%+1,288
ACCENTURE PLC IRELAND
SHS CLASS A
72,85276,788+3,93625,75227,0140.41%+1,262
RAYMOND JAMES FINL INC(RJF)029,283+29,28304,5490.07%+4,549
OCCIDENTAL PETE CORP(OXY)088,404+88,40404,3680.07%+4,368
KROGER CO(KR)0106,299+106,29906,5000.10%+6,500
SONY GROUP CORP(SONY)0289,044+289,04406,1160.09%+6,116
WEST PHARMACEUTICAL SVSC INC(WST)010,832+10,83203,5480.05%+3,548
APOLLO GLOBAL MGMT INC(APO)022,424+22,42403,7040.06%+3,704
DEERE & CO(DE)027,084+27,084011,4750.17%+11,475
HUBSPOT INC(HUBS)05,665+5,66503,9470.06%+3,947
APTIV PLC(APTV)018,557+18,55701,1220.02%+1,122
BIOGEN INC(BIIB)021,658+21,65803,3120.05%+3,312
PALO ALTO NETWORKS INC(PANW)075,588+75,588013,7540.21%+13,754
AMERICAN AIRLS GROUP INC(AAL)0107,243+107,24301,8690.03%+1,869
MITSUBISHI UFJ FINL GROUP IN(MUFG)0392,011+392,01104,5940.07%+4,594
SPOTIFY TECHNOLOGY S A(SPOT)012,688+12,68805,6760.09%+5,676
CLOUDFLARE INC(NET)034,252+34,25203,6880.06%+3,688
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