SWANX Holdings List

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	10.54%	292,866
2	NVDA	NVIDIA Corporation	9.76%	813,380
3	AAPL	Apple Inc.	5.43%	387,826
4	GOOGL	Alphabet Inc.	5.14%	397,231
5	META	Meta Platforms, Inc.	5.06%	96,988
6	AVGO	Broadcom Inc.	4.05%	204,158
7	AMZN	Amazon.com, Inc.	3.78%	239,000
8	FIS	Fidelity National Information Services, Inc.	3.38%	630,979
9	XOM	Exxon Mobil Corporation	2.84%	377,413
10	V	Visa Inc.	2.66%	114,272
11	PYPL	PayPal Holdings, Inc.	2.62%	563,877
12	TMO	Thermo Fisher Scientific Inc.	2.52%	79,702
13	LLY	Eli Lilly and Company	2.13%	42,701
14	CRM	Salesforce, Inc.	2.04%	117,073
15	PGR	The Progressive Corporation	1.82%	111,528
16	WEC	WEC Energy Group, Inc.	1.74%	235,695
17	TJX	The TJX Companies, Inc.	1.67%	198,528
18	UNH	UnitedHealth Group Incorporated	1.62%	96,346
19	CAT	Caterpillar Inc.	1.55%	52,565
20	WMT	Walmart Inc.	1.44%	218,272
21	IBM	International Business Machines Corporation	1.38%	80,986
22	BSX	Boston Scientific Corporation	1.31%	185,329
23	EOG	EOG Resources, Inc.	1.31%	161,844
24	RSG	Republic Services, Inc.	1.25%	80,544
25	BDX	Becton, Dickinson and Company	1.25%	104,044

Showing 25 of 53 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.83%
Cash	0.17%