SWLVX Holdings List

No.	Symbol	Name	% Weight	Shares
1	BRK.B	Berkshire Hathaway Inc.	3.09%	56,456
2	JPM	JPMorgan Chase & Co.	2.92%	85,009
3	AMZN	Amazon.com, Inc.	2.19%	80,724
4	XOM	Exxon Mobil Corporation	1.72%	132,637
5	JNJ	Johnson & Johnson	1.41%	73,659
6	GOOGL	Alphabet Inc.	1.41%	63,154
7	WMT	Walmart Inc.	1.36%	119,865
8	PG	The Procter & Gamble Company	1.26%	71,896
9	GOOG	Alphabet Inc.	1.15%	51,422
10	META	Meta Platforms, Inc.	1.07%	11,919
11	BAC	Bank of America Corporation	1.06%	193,249
12	CVX	Chevron Corporation	1.03%	58,792
13	CSCO	Cisco Systems, Inc.	0.96%	121,830
14	WFC	Wells Fargo & Company	0.93%	99,748
15	PM	Philip Morris International Inc.	0.91%	47,689
16	IBM	International Business Machines Corporation	0.84%	28,479
17	UNH	UnitedHealth Group Incorporated	0.81%	27,854
18	ABT	Abbott Laboratories	0.78%	53,002
19	LIN	Linde plc	0.77%	14,374
20	DIS	The Walt Disney Company	0.77%	55,431
21	CRM	Salesforce, Inc.	0.76%	25,377
22	RTX	RTX Corporation	0.75%	40,952
23	GS	The Goldman Sachs Group, Inc.	0.74%	8,818
24	MCD	McDonald's Corporation	0.72%	20,644
25	MRK	Merck & Co., Inc.	0.70%	77,123

As of Jul 31, 2025

Showing 25 of 865 holdings

Subscribe to see the full list

Asset Allocation

Asset Class	% Weight
Stocks	99.69%
Cash	0.31%