Vise Technologies, Inc.
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST | 1,343,917 | 4,742,037 | +3,398,120 | 97,353,365 | 351,716,878 | +254,363,513 |
| DIMENSIONAL ETF TRUST | 832,339 | 3,408,299 | +2,575,960 | 30,139,863 | 129,890,276 | +99,750,413 |
| DIMENSIONAL ETF TRUST | 599,073 | 2,274,567 | +1,675,494 | 28,869,346 | 109,065,468 | +80,196,122 |
| DIMENSIONAL ETF TRUST | 655,243 | 2,458,323 | +1,803,080 | 28,018,204 | 104,626,243 | +76,608,039 |
| ALPHABET INC | 0 | 226,667 | +226,667 | 0 | 70,946,713 | +70,946,713 |
| NVIDIA CORPORATION | 0 | 801,410 | +801,410 | 0 | 149,463,013 | +149,463,013 |
| APPLE INC | 290,839 | 514,365 | +223,526 | 74,056,426 | 139,835,198 | +65,778,772 |
| DIMENSIONAL ETF TRUST | 679,344 | 2,670,478 | +1,991,134 | 21,419,730 | 86,977,475 | +65,557,745 |
| DIMENSIONAL ETF TRUST | 833,854 | 2,580,784 | +1,746,930 | 27,433,791 | 88,288,620 | +60,854,829 |
| DIMENSIONAL ETF TRUST | 396,981 | 1,257,727 | +860,746 | 27,177,337 | 87,625,840 | +60,448,503 |
| DIMENSIONAL ETF TRUST | 295,350 | 1,162,271 | +866,921 | 14,997,873 | 58,869,031 | +43,871,158 |
| MICROSOFT CORP | 0 | 230,434 | +230,434 | 0 | 111,442,577 | +111,442,577 |
| VANGUARD INDEX FDS | 0 | 119,316 | +119,316 | 0 | 58,209,410 | +58,209,410 |
| VANGUARD INDEX FDS | 0 | 128,812 | +128,812 | 0 | 43,186,813 | +43,186,813 |
| DIMENSIONAL ETF TRUST | 432,104 | 1,696,565 | +1,264,461 | 10,305,673 | 38,853,385 | +28,547,712 |
| DIMENSIONAL ETF TRUST | 177,859 | 732,975 | +555,116 | 8,202,858 | 36,575,470 | +28,372,612 |
| ISHARES TR | 0 | 81,725 | +81,725 | 0 | 55,976,704 | +55,976,704 |
| DIMENSIONAL ETF TRUST | 325,491 | 1,028,094 | +702,603 | 12,293,785 | 39,098,410 | +26,804,625 |
| AMAZON COM INC | 208,253 | 304,572 | +96,319 | 45,726,185 | 70,301,206 | +24,575,021 |
| DIMENSIONAL ETF TRUST | 244,382 | 916,244 | +671,862 | 7,729,814 | 30,181,081 | +22,451,267 |
| DIMENSIONAL ETF TRUST | 25,296 | 483,484 | +458,188 | 1,130,480 | 22,525,542 | +21,395,062 |
| SCHWAB STRATEGIC TR | 0 | 452,251 | +452,251 | 0 | 20,446,258 | +20,446,258 |
| VANGUARD INDEX FDS | 0 | 36,529 | +36,529 | 0 | 22,908,246 | +22,908,246 |
| JPMORGAN CHASE & CO. | 0 | 132,017 | +132,017 | 0 | 42,538,500 | +42,538,500 |
| VANGUARD SPECIALIZED FUNDS | 0 | 169,613 | +169,613 | 0 | 37,277,607 | +37,277,607 |
| BROADCOM INC | 0 | 140,379 | +140,379 | 0 | 48,585,339 | +48,585,339 |
| DIMENSIONAL ETF TRUST | 22,131 | 391,198 | +369,067 | 853,593 | 15,487,541 | +14,633,948 |
| DIMENSIONAL ETF TRUST | 22,334 | 453,238 | +430,904 | 711,123 | 14,906,998 | +14,195,875 |
| META PLATFORMS INC | 0 | 74,032 | +74,032 | 0 | 48,867,487 | +48,867,487 |
| ELI LILLY & CO | 0 | 23,558 | +23,558 | 0 | 25,317,393 | +25,317,393 |
| ISHARES TR | 0 | 197,400 | +197,400 | 0 | 19,716,319 | +19,716,319 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 66,274 | +66,274 | 0 | 33,312,530 | +33,312,530 |
| ISHARES TR | 0 | 155,805 | +155,805 | 0 | 15,639,682 | +15,639,682 |
| SPDR S&P 500 ETF TR | 0 | 31,926 | +31,926 | 0 | 21,771,280 | +21,771,280 |
| VISA INC | 0 | 74,788 | +74,788 | 0 | 26,228,767 | +26,228,767 |
| VANGUARD INTL EQUITY INDEX F | 0 | 647,307 | +647,307 | 0 | 34,799,200 | +34,799,200 |
| ISHARES TR | 0 | 145,507 | +145,507 | 0 | 21,635,455 | +21,635,455 |
| ISHARES TR | 0 | 243,800 | +243,800 | 0 | 11,346,444 | +11,346,444 |
| TESLA INC | 0 | 75,807 | +75,807 | 0 | 34,091,787 | +34,091,787 |
| VANGUARD BD INDEX FDS | 0 | 182,117 | +182,117 | 0 | 13,489,400 | +13,489,400 |
| ISHARES TR | 0 | 226,958 | +226,958 | 0 | 27,974,809 | +27,974,809 |
| WALMART INC | 0 | 275,341 | +275,341 | 0 | 30,675,687 | +30,675,687 |
| JOHNSON & JOHNSON | 0 | 101,118 | +101,118 | 0 | 20,926,369 | +20,926,369 |
| BLACKROCK ETF TRUST | 0 | 476,752 | +476,752 | 0 | 28,991,280 | +28,991,280 |
| INVESCO QQQ TR | 0 | 23,834 | +23,834 | 0 | 14,641,427 | +14,641,427 |
| ISHARES TR | 0 | 189,859 | +189,859 | 0 | 16,984,790 | +16,984,790 |
| VANGUARD TAX-MANAGED FDS | 0 | 333,953 | +333,953 | 0 | 20,862,040 | +20,862,040 |
| VANGUARD SCOTTSDALE FDS | 0 | 404,642 | +404,642 | 0 | 23,764,644 | +23,764,644 |
| SPDR SERIES TRUST | 0 | 100,546 | +100,546 | 0 | 8,065,828 | +8,065,828 |
| VANGUARD STAR FDS | 0 | 114,163 | +114,163 | 0 | 8,612,478 | +8,612,478 |
| VANGUARD MUN BD FDS | 0 | 366,394 | +366,394 | 0 | 18,425,947 | +18,425,947 |
| ISHARES INC | 0 | 275,113 | +275,113 | 0 | 18,493,099 | +18,493,099 |
| DIMENSIONAL ETF TRUST | 0 | 200,501 | +200,501 | 0 | 6,764,912 | +6,764,912 |
| ISHARES TR | 0 | 220,175 | +220,175 | 0 | 10,561,784 | +10,561,784 |
| PIMCO ETF TR | 0 | 147,634 | +147,634 | 0 | 7,445,203 | +7,445,203 |
| ALPS ETF TR | 221,165 | 464,880 | +243,715 | 5,785,676 | 12,119,410 | +6,333,734 |
| ASML HOLDING N V | 3,919 | 9,370 | +5,451 | 3,794,031 | 10,024,249 | +6,230,218 |
| CISCO SYS INC | 136,197 | 200,341 | +64,144 | 9,318,576 | 15,432,303 | +6,113,727 |
| EXXON MOBIL CORP | 0 | 137,262 | +137,262 | 0 | 16,518,072 | +16,518,072 |
| ISHARES TR | 0 | 171,813 | +171,813 | 0 | 18,402,874 | +18,402,874 |
| LAM RESEARCH CORP | 0 | 60,986 | +60,986 | 0 | 10,439,553 | +10,439,553 |
| SELECT SECTOR SPDR TR | 0 | 39,114 | +39,114 | 0 | 5,631,272 | +5,631,272 |
| ABBVIE INC | 42,958 | 68,156 | +25,198 | 9,946,577 | 15,572,853 | +5,626,276 |
| COSTCO WHSL CORP NEW | 9,257 | 16,329 | +7,072 | 8,568,746 | 14,081,137 | +5,512,391 |
| MERCK & CO INC | 0 | 110,677 | +110,677 | 0 | 11,649,844 | +11,649,844 |
| PROCTER AND GAMBLE CO | 0 | 79,359 | +79,359 | 0 | 11,372,986 | +11,372,986 |
| CATERPILLAR INC | 0 | 23,788 | +23,788 | 0 | 13,627,392 | +13,627,392 |
| DIMENSIONAL ETF TRUST | 25,067 | 136,017 | +110,950 | 1,147,066 | 6,365,573 | +5,218,507 |
| PALANTIR TECHNOLOGIES INC | 0 | 78,453 | +78,453 | 0 | 13,944,992 | +13,944,992 |
| BITWISE BITCOIN ETF TR | 0 | 165,386 | +165,386 | 0 | 7,865,758 | +7,865,758 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 88,731 | +88,731 | 0 | 26,964,577 | +26,964,577 |
| VANGUARD WHITEHALL FDS | 0 | 48,002 | +48,002 | 0 | 6,889,257 | +6,889,257 |
| SPDR GOLD TR | 0 | 20,762 | +20,762 | 0 | 8,228,188 | +8,228,188 |
| FIRST TR EXCHANGE TRADED FD | 0 | 163,222 | +163,222 | 0 | 11,339,062 | +11,339,062 |
| BLACKROCK ETF TRUST | 0 | 242,568 | +242,568 | 0 | 8,077,515 | +8,077,515 |
| ISHARES TR | 0 | 329,632 | +329,632 | 0 | 7,589,784 | +7,589,784 |
| MASTERCARD INCORPORATED | 0 | 29,623 | +29,623 | 0 | 16,911,230 | +16,911,230 |
| PHILIP MORRIS INTL INC | 0 | 80,728 | +80,728 | 0 | 12,948,848 | +12,948,848 |
| VANGUARD CHARLOTTE FDS | 0 | 535,399 | +535,399 | 0 | 25,870,499 | +25,870,499 |
| VANGUARD INDEX FDS | 0 | 51,114 | +51,114 | 0 | 9,762,297 | +9,762,297 |
| ISHARES TR | 0 | 35,528 | +35,528 | 0 | 7,534,468 | +7,534,468 |
| AMERICAN EXPRESS CO | 22,786 | 32,951 | +10,165 | 7,568,519 | 12,190,259 | +4,621,740 |
| BANK AMERICA CORP | 0 | 215,070 | +215,070 | 0 | 11,828,829 | +11,828,829 |
| HOME DEPOT INC | 0 | 42,335 | +42,335 | 0 | 14,567,500 | +14,567,500 |
| MICRON TECHNOLOGY INC | 0 | 26,836 | +26,836 | 0 | 7,659,239 | +7,659,239 |
| ISHARES TR | 0 | 18,781 | +18,781 | 0 | 8,888,967 | +8,888,967 |
| VANGUARD INDEX FDS | 0 | 31,433 | +31,433 | 0 | 8,108,045 | +8,108,045 |
| VICTORY PORTFOLIOS II | 0 | 81,966 | +81,966 | 0 | 7,484,001 | +7,484,001 |
| STRATEGY SHS | 0 | 93,695 | +93,695 | 0 | 4,567,648 | +4,567,648 |
| GOLDMAN SACHS GROUP INC | 0 | 12,113 | +12,113 | 0 | 10,647,411 | +10,647,411 |
| ADVANCED MICRO DEVICES INC | 28,662 | 39,818 | +11,156 | 4,637,227 | 8,527,486 | +3,890,259 |
| WELLS FARGO CO NEW | 0 | 113,487 | +113,487 | 0 | 10,576,964 | +10,576,964 |
| ISHARES TR | 0 | 57,506 | +57,506 | 0 | 11,421,913 | +11,421,913 |
| CHEVRON CORP NEW | 0 | 66,839 | +66,839 | 0 | 10,186,865 | +10,186,865 |
| JANUS DETROIT STR TR | 0 | 91,913 | +91,913 | 0 | 4,648,976 | +4,648,976 |
| SCHWAB STRATEGIC TR | 0 | 501,807 | +501,807 | 0 | 13,503,630 | +13,503,630 |
| GOLDMAN SACHS ETF TR | 0 | 33,230 | +33,230 | 0 | 4,398,720 | +4,398,720 |
| SPDR SERIES TRUST | 0 | 43,821 | +43,821 | 0 | 3,615,254 | +3,615,254 |
| DIMENSIONAL ETF TRUST | 0 | 104,811 | +104,811 | 0 | 3,611,772 | +3,611,772 |
| APPLIED MATLS INC | 29,886 | 37,534 | +7,648 | 6,118,813 | 9,645,766 | +3,526,953 |