SWLSX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	AAPL	Apple Inc.	9.16%	186,176
2	MSFT	Microsoft Corporation	8.26%	99,364
3	NVDA	NVIDIA Corporation	7.74%	322,560
4	AMZN	Amazon.com, Inc.	5.54%	131,419
5	META	Meta Platforms, Inc.	5.45%	42,692
6	GOOGL	Alphabet Inc.	4.91%	143,465
7	AVGO	Broadcom Inc.	3.70%	99,786
8	LLY	Eli Lilly and Company	3.39%	18,561
9	TSLA	Tesla, Inc.	2.45%	42,749
10	CRM	Salesforce, Inc.	1.96%	33,051
11	V	Visa Inc.	1.90%	24,440
12	NFLX	Netflix, Inc.	1.83%	8,854
13	MA	Mastercard Incorporated	1.80%	14,854
14	NOW	ServiceNow, Inc.	1.62%	9,192
15	PANW	Palo Alto Networks, Inc.	1.56%	41,199
16	HD	The Home Depot, Inc.	1.53%	18,915
17	COST	Costco Wholesale Corporation	1.52%	7,253
18	ISRG	Intuitive Surgical, Inc.	1.49%	13,548
19	PH	Parker-Hannifin Corporation	1.44%	10,673
20	TJX	The TJX Companies, Inc.	1.32%	48,942
21	n/a	Future on E-mini S&P 500 Futures	1.25%	1,000
22	n/a	Usd	1.22%	5,529,421
23	PM	Philip Morris International Inc.	1.21%	34,383
24	BSX	Boston Scientific Corporation	1.20%	53,695
25	TMO	Thermo Fisher Scientific Inc.	1.17%	10,575
26	ACN	Accenture plc	1.14%	16,552
27	APH	Amphenol Corporation	1.08%	74,208
28	ORCL	Oracle Corporation	1.06%	34,209
29	IBM	International Business Machines Corporation	1.05%	19,008
30	AJG	Arthur J. Gallagher & Co.	1.02%	13,345
31	ANET	Arista Networks Inc	0.99%	57,793
32	IT	Gartner, Inc.	0.98%	10,548
33	BKNG	Booking Holdings Inc.	0.97%	955
34	VRTX	Vertex Pharmaceuticals Incorporated	0.97%	9,008
35	RSG	Republic Services, Inc.	0.95%	17,758
36	ORLY	O'Reilly Automotive, Inc.	0.93%	2,926
37	PGR	The Progressive Corporation	0.91%	14,442
38	CAT	Caterpillar Inc.	0.88%	11,998
39	UBER	Uber Technologies, Inc.	0.85%	52,644
40	CRWD	CrowdStrike Holdings, Inc.	0.83%	10,692
41	AMD	Advanced Micro Devices, Inc.	0.80%	35,376
42	WMT	Walmart Inc.	0.76%	38,958
43	CMG	Chipotle Mexican Grill, Inc.	0.75%	67,889
44	LRCX	Lam Research Corporation	0.70%	43,231
45	VRT	Vertiv Holdings Co	0.66%	41,403
46	PLTR	Palantir Technologies Inc.	0.66%	35,355
47	INTU	Intuit Inc.	0.62%	4,573
48	AMAT	Applied Materials, Inc.	0.59%	18,225
49	QCOM	QUALCOMM Incorporated	0.58%	17,015
50	AXP	American Express Company	0.58%	9,660
51	PWR	Quanta Services, Inc.	0.56%	9,885
52	SNPS	Synopsys, Inc.	0.53%	5,560
53	DDOG	Datadog, Inc.	0.49%	22,106
54	IBKR	Interactive Brokers Group, Inc.	0.48%	12,956
55	BLK	BlackRock, Inc.	0.43%	2,062
56	EOG	EOG Resources, Inc.	0.42%	14,768
57	KLAC	KLA Corporation	0.39%	2,590
58	BX	Blackstone Inc.	0.39%	12,491
59	DASH	DoorDash, Inc.	0.21%	5,208
60	ABNB	Airbnb, Inc.	0.20%	7,440

As of Mar 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	98.78%
Cash	1.22%

Sector Breakdown

Sector	% Weight
Information Technology	42.02%
Consumer Discretionary	17.55%
Health Care	11.20%
Communication Services	7.50%
Consumer Staples	5.88%
Industrials	5.22%
Other	4.97%
Financials	2.41%
Energy	1.68%
Materials	0.91%
Real Estate	0.66%

Country Breakdown

Sector	% Weight
United States	96.02%
Other	2.41%
Ireland	1.01%
Canada	0.56%