SWDSX Holdings List

No.	Symbol	Name	% Weight	Shares
1	JPM	JPMorgan Chase & Co.	5.30%	100,000
2	MS	Morgan Stanley	3.95%	155,000
3	AVGO	Broadcom Inc.	3.68%	70,000
4	MSFT	Microsoft Corporation	3.44%	36,000
5	XOM	Exxon Mobil Corporation	3.30%	165,000
6	WMT	Walmart Inc.	3.24%	185,000
7	PM	Philip Morris International Inc.	3.08%	105,000
8	KO	The Coca-Cola Company	2.98%	245,000
9	DUK	Duke Energy Corporation	2.77%	127,500
10	BLK	BlackRock, Inc.	2.77%	14,000
11	CVX	Chevron Corporation	2.71%	100,000
12	IBM	International Business Machines Corporation	2.49%	55,000
13	PG	The Procter & Gamble Company	2.21%	82,000
14	FIS	Fidelity National Information Services, Inc.	2.20%	155,000
15	JNJ	Johnson & Johnson	2.13%	72,310
16	TJX	The TJX Companies, Inc.	2.12%	95,000
17	BAC	Bank of America Corporation	2.11%	250,000
18	VZ	Verizon Communications Inc.	2.10%	275,000
19	MCD	McDonald's Corporation	2.09%	39,000
20	LMT	Lockheed Martin Corporation	2.03%	27,000
21	ABBV	AbbVie Inc.	2.03%	60,000
22	HD	The Home Depot, Inc.	1.98%	30,150
23	CSCO	Cisco Systems, Inc.	1.83%	150,000
24	PH	Parker-Hannifin Corporation	1.70%	13,000
25	ABT	Abbott Laboratories	1.63%	72,000

Showing 25 of 61 holdings

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As of Jul 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	99.57%
Cash	0.43%