SWANX Holdings List

No.	Symbol	Name	% Weight	Shares
1	MSFT	Microsoft Corporation	9.27%	315,528
2	NVDA	NVIDIA Corporation	6.58%	813,380
3	AAPL	Apple Inc.	6.13%	387,826
4	GOOGL	Alphabet Inc.	4.69%	397,231
5	AMZN	Amazon.com, Inc.	4.42%	322,527
6	META	Meta Platforms, Inc.	4.38%	107,340
7	FIS	Fidelity National Information Services, Inc.	3.70%	630,979
8	AVGO	Broadcom Inc.	3.23%	226,000
9	XOM	Exxon Mobil Corporation	2.96%	377,413
10	V	Visa Inc.	2.93%	114,272
11	LLY	Eli Lilly and Company	2.85%	42,701
12	PYPL	PayPal Holdings, Inc.	2.76%	563,877
13	PGR	The Progressive Corporation	2.34%	111,528
14	UNH	UnitedHealth Group Incorporated	2.25%	73,611
15	WEC	WEC Energy Group, Inc.	1.92%	235,695
16	TJX	The TJX Companies, Inc.	1.90%	198,528
17	CRM	Salesforce, Inc.	1.81%	90,494
18	WMT	Walmart Inc.	1.58%	218,272
19	ISRG	Intuitive Surgical, Inc.	1.56%	40,692
20	STZ	Constellation Brands, Inc.	1.53%	109,687
21	RSG	Republic Services, Inc.	1.50%	80,544
22	JNJ	Johnson & Johnson	1.49%	127,955
23	TMO	Thermo Fisher Scientific Inc.	1.47%	45,948
24	BSX	Boston Scientific Corporation	1.42%	185,329
25	KVUE	Kenvue Inc.	1.39%	794,004

As of Apr 30, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.83%
Cash	0.17%