Fund HoldingsVanguard Personalized Indexing Management, LLC

Total Portfolio Value
$10.25B
Total Bought
$1.05B
Total Sold
$392.26M
Net Transaction
+$654.45M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)1,080,1771,143,981+63,804262,778358,0663.49%+95,288
APPLE INC(AAPL)2,246,3052,318,807+72,502572,168630,3916.15%+58,222
ELI LILLY & CO(LLY)0133,817+133,8170143,8101.40%+143,810
ALPHABET INC(GOOG)555,650548,483-7,167135,681172,1141.68%+36,433
AMAZON COM INC(AMZN)1,351,1431,391,525+40,382296,688321,1923.13%+24,504
MICRON TECHNOLOGY INC(MU)139,499156,061+16,56223,34244,5410.43%+21,199
BROADCOM INC(AVGO)773,421793,370+19,949255,774274,5852.68%+18,811
ADVANCED MICRO DEVICES INC(AMD)208,655226,714+18,05933,79248,5530.47%+14,761
NVIDIA CORPORATION(NVDA)3,560,2333,637,198+76,965664,567678,3376.62%+13,770
MERCK & CO INC(MRK)0385,886+385,886040,6180.40%+40,618
JPMORGAN CHASE & CO.(JPM)452,698483,548+30,850142,892155,8091.52%+12,917
WALMART INC(WMT)713,287763,059+49,77273,57285,0120.83%+11,441
JOHNSON & JOHNSON(JNJ)307,241325,117+17,87657,09467,2830.66%+10,188
TESLA INC(TSLA)374,975393,391+18,416166,803176,9161.73%+10,113
INTUITIVE SURGICAL INC059,901+59,901033,9260.33%+33,926
LAM RESEARCH CORP(LRCX)205,971215,549+9,57827,58336,8980.36%+9,315
CATERPILLAR INC(CAT)73,36376,875+3,51235,02344,0390.43%+9,017
AMGEN INC(AMGN)088,290+88,290028,8980.28%+28,898
CISCO SYS INC(CSCO)0651,765+651,765050,2050.49%+50,205
APPLIED MATLS INC139,691142,520+2,82928,60736,6260.36%+8,020
TAIWAN SEMICONDUCTOR MFG LTD(TSM)101,876117,765+15,88928,47035,7880.35%+7,317
EXXON MOBIL CORP509,345537,151+27,80657,74864,6410.63%+6,893
TJX COS INC NEW(TJX)184,948217,730+32,78226,73533,4460.33%+6,711
THERMO FISHER SCIENTIFIC INC(TMO)48,67152,009+3,33823,62130,1370.29%+6,516
TOTALENERGIES SE(TTE)095,498+95,49806,2470.06%+6,247
VISA INC(V)0275,487+275,487096,6160.94%+96,616
AMERICAN EXPRESS CO(AXP)83,98190,670+6,68927,89633,5430.33%+5,647
BANK AMERICA CORP886,244933,304+47,06045,75351,3320.50%+5,578
UNILEVER PLC(UL)083,277+83,27705,4460.05%+5,446
MORGAN STANLEY(MS)186,334197,398+11,06429,62935,0440.34%+5,415
WELLS FARGO CO NEW(WFC)395,209412,511+17,30233,13238,4460.38%+5,314
ACCENTURE PLC IRELAND
SHS CLASS A
080,421+80,421021,5770.21%+21,577
RTX CORPORATION(RTX)202,518212,944+10,42633,98139,0540.38%+5,073
GOLDMAN SACHS GROUP INC(GS)43,55344,709+1,15634,70139,2990.38%+4,599
GENERAL MTRS CO(GM)194,869200,136+5,26711,88216,2750.16%+4,393
SALESFORCE INC(CRM)0116,780+116,780030,9360.30%+30,936
CITIGROUP INC(C)238,901244,574+5,67324,26128,5390.28%+4,279
S&P GLOBAL INC(SPGI)050,176+50,176026,2210.26%+26,221
WARNER BROS DISCOVERY INC(WBD)237,807302,136+64,3294,6468,7080.08%+4,062
KLA CORP(KLAC)21,95622,646+69023,68727,5170.27%+3,830
CAPITAL ONE FINL CORP(COF)099,691+99,691024,1610.24%+24,161
DANAHER CORPORATION(DHR)076,247+76,247017,4540.17%+17,454
CHUBB LIMITED
COM
062,701+62,701019,5700.19%+19,570
NEXTERA ENERGY INC(NEE)296,631322,850+26,21922,46025,9180.25%+3,458
WESTERN DIGITAL CORP(WDC)58,75960,987+2,2287,05510,5060.10%+3,452
INTEL CORP(INTC)354,224415,178+60,95411,88515,3200.15%+3,435
CUMMINS INC(CMI)31,72232,919+1,19713,40116,8040.16%+3,402
VERTEX PHARMACEUTICALS INC(VRTX)039,165+39,165017,7560.17%+17,756
COCA COLA CO(KO)0516,484+516,484036,1070.35%+36,107
PARKER-HANNIFIN CORP(PH)18,26919,238+96913,85616,9090.16%+3,053
NEWMONT CORP(NEM)118,659130,850+12,19110,01613,0650.13%+3,049
REGENERON PHARMACEUTICALS(REGN)011,973+11,97309,2420.09%+9,242
ANALOG DEVICES INC(ADI)070,205+70,205019,0400.19%+19,040
GILEAD SCIENCES INC(GILD)0204,048+204,048025,0450.24%+25,045
MARRIOTT INTL INC NEW(MAR)036,703+36,703011,3870.11%+11,387
ASTRAZENECA PLC(AZN)134,308142,455+8,14710,30813,0960.13%+2,788
UNITED PARCEL SERVICE INC(UPS)073,320+73,32007,2730.07%+7,273
INTERNATIONAL BUSINESS MACHS(IBM)0132,028+132,028039,1080.38%+39,108
QNITY ELECTRONICS INC(Q)032,801+32,80102,6780.03%+2,678
CARDINAL HEALTH INC(CAH)046,878+46,87809,6330.09%+9,633
PROLOGIS INC.(PLD)79,73592,313+12,5789,15111,7850.11%+2,634
BRISTOL-MYERS SQUIBB CO(BMY)0211,950+211,950011,4330.11%+11,433
AMPHENOL CORP NEW243,181243,345+16430,29932,8860.32%+2,587
FEDEX CORP(FDX)036,079+36,079010,4220.10%+10,422
HCA HEALTHCARE INC(HCA)040,456+40,456018,8870.18%+18,887
CONSTELLATION ENERGY CORP(CEG)051,447+51,447018,1750.18%+18,175
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)084,864+84,86407,0440.07%+7,044
GE AEROSPACE(GE)140,685145,505+4,82042,44644,8200.44%+2,373
ROCKET COS INC(RKT)0171,196+171,19603,3140.03%+3,314
FREEPORT-MCMORAN INC(FCX)0160,022+160,02208,1280.08%+8,128
ROSS STORES INC(ROST)049,041+49,04108,8340.09%+8,834
ASE TECHNOLOGY HLDG CO LTD(ASX)0366,300+366,30005,8970.06%+5,897
MCKESSON CORP(MCK)023,327+23,327019,1350.19%+19,135
GE VERNOVA INC(GEV)38,33840,197+1,85924,27026,2720.26%+2,002
ASML HOLDING N V
N Y REGISTRY SHS
21,62521,414-21120,94422,9100.22%+1,966
CIENA CORP(CIEN)020,423+20,42304,7760.05%+4,776
COOPER COS INC(COO)041,933+41,93303,4370.03%+3,437
SANDISK CORP(SNDK)012,609+12,60902,9930.03%+2,993
TWILIO INC(TWLO)028,805+28,80504,0970.04%+4,097
MONSTER BEVERAGE CORP NEW(MNST)0142,165+142,165010,9000.11%+10,900
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
37,32438,577+1,2538,81210,6240.10%+1,812
APPLOVIN CORP(APP)34,32139,240+4,91924,66826,4410.26%+1,773
TRANSDIGM GROUP INC(TDG)08,081+8,081010,7470.10%+10,747
WELLTOWER INC(WELL)77,85384,237+6,38413,87015,6350.15%+1,765
DELTA AIR LINES INC DEL(DAL)0105,083+105,08307,2930.07%+7,293
BERKSHIRE HATHAWAY INC DEL225,059228,557+3,498113,193114,8841.12%+1,691
BANK NEW YORK MELLON CORP0123,570+123,570014,3450.14%+14,345
NUCOR CORP(NUE)040,113+40,11306,5430.06%+6,543
ROYAL BK CDA(RY)055,105+55,10509,3950.09%+9,395
LUMENTUM HLDGS INC(LITE)07,380+7,38002,7200.03%+2,720
PALANTIR TECHNOLOGIES INC(PLTR)298,546315,385+16,83954,46156,0600.55%+1,598
TERADYNE INC(TER)023,686+23,68604,5850.04%+4,585
SCHWAB CHARLES CORP(SCHW)0200,445+200,445020,0260.20%+20,026
CORNING INC(GLW)138,006147,284+9,27811,32212,8960.13%+1,575
MONGODB INC(MDB)010,319+10,31904,3310.04%+4,331
HILTON WORLDWIDE HLDGS INC(HLT)032,142+32,14209,2330.09%+9,233
SHOPIFY INC(SHOP)59,29964,297+4,9988,81310,3500.10%+1,537
HARTFORD INSURANCE GROUP INC(HIG)086,479+86,479011,9170.12%+11,917
SELECT SECTOR SPDR TR
ST STR TECHN ETF
010,469+10,46901,5070.01%+1,507
COHERENT CORP(COHR)018,487+18,48703,4120.03%+3,412
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