SWDSX Holdings List

No.	Symbol	Name	% Weight	Shares
1	JPM	JPMorgan Chase & Co.	5.20%	100,000
2	MS	Morgan Stanley	3.92%	155,000
3	AVGO	Broadcom Inc.	3.46%	70,000
4	PM	Philip Morris International Inc.	3.43%	105,000
5	WMT	Walmart Inc.	3.25%	185,000
6	MSFT	Microsoft Corporation	3.21%	36,000
7	XOM	Exxon Mobil Corporation	3.19%	165,000
8	KO	The Coca-Cola Company	3.11%	245,000
9	IBM	International Business Machines Corporation	2.91%	55,000
10	DUK	Duke Energy Corporation	2.70%	127,500
11	BLK	BlackRock, Inc.	2.64%	14,000
12	CVX	Chevron Corporation	2.57%	100,000
13	PG	The Procter & Gamble Company	2.35%	82,000
14	FIS	Fidelity National Information Services, Inc.	2.27%	155,000
15	LMT	Lockheed Martin Corporation	2.24%	27,000
16	VZ	Verizon Communications Inc.	2.14%	275,000
17	BAC	Bank of America Corporation	2.12%	250,000
18	TJX	The TJX Companies, Inc.	2.11%	95,000
19	MCD	McDonald's Corporation	2.05%	39,000
20	n/a	Usd	2.02%	11,254,384
21	ABBV	AbbVie Inc.	2.00%	60,000
22	HD	The Home Depot, Inc.	1.98%	30,150
23	JNJ	Johnson & Johnson	1.98%	72,310
24	CSCO	Cisco Systems, Inc.	1.87%	150,000
25	ABT	Abbott Laboratories	1.76%	72,000

As of Jun 30, 2025

Showing 25 of 61 holdings

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Asset Allocation

Asset Class	% Weight
Stocks	99.57%
Cash	0.43%