Titelia

Holdings of Vise Technologies, Inc.

1261 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 28.6 % of the equity sleeve

Sector breakdown

  • Technology 14.8 %
  • Financials 7.1 %
  • Funds 4.8 %
  • Communication 4.6 %
  • Consumer discretionary 4.5 %
  • Health care 3.9 %
  • Industrials 3.3 %
  • Consumer staples 2.7 %
  • Energy 1.1 %
  • Utilities 1.1 %
  • Materials 0.7 %
  • Real estate 0.5 %
  • Unattributed 51.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.6 %
  • TW 0.6 %
  • GB 0.5 %
  • IN 0.5 %
  • JP 0.4 %
  • NL 0.3 %
  • KR 0.2 %
  • KY 0.1 %
  • DE 0.1 %
  • ES 0.1 %
  • MX 0.1 %
  • BR 0.1 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,1744.5B $96.63 %
2TW329.1M $0.63 %
3GB1725.3M $0.55 %
4IN521.4M $0.46 %
5JP616.2M $0.35 %
6NL512.2M $0.26 %
7KR78.5M $0.18 %
8KY106.9M $0.15 %
9DE15.6M $0.12 %
10ES25.4M $0.12 %
11MX33.3M $0.07 %
12BR82.8M $0.06 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 4,742,037351.7M $
2NVIDIA Corp 801,410149.5M $
3Apple Inc 514,365139.8M $
4Dimensional ETF Trust 3,408,299129.9M $
5Microsoft Corp 230,434111.4M $
6Dimensional ETF Trust 2,458,323104.6M $
7Dimensional ETF Trust 2,580,78488.3M $
8Dimensional U S Small Cap ETF 1,257,72787.6M $
9Dimensional ETF Trust 2,670,47887M $
10Alphabet Inc 226,66770.9M $
11Amazon.com Inc 304,57270.3M $
12Vanguard Growth ETF 119,31658.2M $
13iShares Core S&P 500 ETF 81,72556M $
14Meta Platforms Inc 74,03248.9M $
15Broadcom Inc 140,37948.6M $
16Vanguard Total Stock Market ETF 128,81243.2M $
17JPMorgan Chase & Co 132,01742.5M $
18Dimensional ETF Trust 1,028,09439.1M $
19Dimensional ETF Trust 1,696,56538.9M $
20VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 169,61337.3M $
21Dimensional International Value ETF 732,97536.6M $
22Vanguard International Equity Index Funds 647,30734.8M $
23Tesla Inc 75,80734.1M $
24Berkshire Hathaway Inc 66,27433.3M $
25Alphabet Inc 104,91532.9M $
26Walmart Inc 275,34130.7M $
27Dimensional International Smal 916,24430.2M $
28Vanguard Intermediate-Term Corporate Bond ETF 352,45429.5M $
29BlackRock ETF Trust 476,75229M $
30Vanguard Scottsdale Funds 475,15928.5M $
31iShares Trust 226,95828M $
32Taiwan Semiconductor Manufacturing Co Ltd 88,73127M $
33Visa Inc 74,78826.2M $
34Vanguard Charlotte Funds 535,39925.9M $
35Eli Lilly & Co 23,55825.3M $
36Vanguard Scottsdale Funds 404,64223.8M $
37Vanguard S&P 500 ETF 36,52922.9M $
38DFA Dimensional US Marketwide Value ETF 483,48422.5M $
39State Street SPDR S&P 500 ETF Trust 31,92621.8M $
40iShares Core S&P Total U.S. Stock Market ETF 145,50721.6M $
41Johnson & Johnson 101,11820.9M $
42Vanguard FTSE Developed Markets ETF 333,95320.9M $
43Schwab Fundamental International Equity Etf 452,25120.4M $
44iShares MBS ETF 207,51119.8M $
45iShares Core U.S. Aggregate Bond ETF 197,40019.7M $
46Schwab International Small-Cap Equity ETF 431,32319.6M $
47iShares Core MSCI Emerging Markets ETF 275,11318.5M $
48Vanguard Tax-Exempt Bond Index ETF 366,39418.4M $
49iShares National Muni Bond ETF 171,81318.4M $
50iShares Core MSCI EAFE ETF 189,85917M $
51Mastercard Inc 29,62316.9M $
52Exxon Mobil Corp 137,26216.5M $
53VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 198,73015.8M $
54Netflix Inc 167,87615.7M $
55iShares Trust 155,80515.6M $
56AbbVie Inc 68,15615.6M $
57Dimensional ETF Trust 391,19815.5M $
58Cisco Systems, Inc. 200,34115.4M $
59Oracle Corp 77,53715.1M $
60Invesco QQQ Trust Series 1 23,83414.6M $
61Home Depot Inc/The 42,33514.6M $
62Costco Wholesale Corp 16,32914.1M $
63Palantir Technologies Inc 78,45313.9M $
64Caterpillar Inc 23,78813.6M $
65Schwab U.S. Large-Cap ETF 501,80713.5M $
66Vanguard Total Bond Market ETF 182,11713.5M $
67Philip Morris International Inc. 80,72812.9M $
68HDFC Bank Ltd 350,26512.8M $
69American Express Co 32,95112.2M $
70International Business Machines Corp. 41,12112.2M $
71ALPS/SMITH Core Plus Bond ETF 464,88012.1M $
72Bank of America Corp 215,07011.8M $
73Merck & Co Inc 110,67711.6M $
74iShares Trust 57,50611.4M $
75Procter & Gamble Co/The 79,35911.4M $
76iShares Trust 243,80011.3M $
77First Trust Rising Dividend Achievers ETF 163,22211.3M $
78Alibaba Group Holding Ltd 76,15111.2M $
79General Electric Co 35,73111M $
80Goldman Sachs Group Inc/The 12,11310.6M $
81Wells Fargo & Co 113,48710.6M $
82iShares Trust 220,17510.6M $
83Lam Research Corp 60,98610.4M $
84Chevron Corp 66,83910.2M $
85iShares J.P. Morgan USD Emerging Markets Bond ETF 105,58510.2M $
86ASML Holding NV 9,37010M $
87Vanguard Value ETF 51,1149.8M $
88Uber Technologies Inc 118,7119.7M $
89Applied Materials Inc 37,5349.6M $
90PepsiCo Inc 66,2659.5M $
91iShares Trust 91,7989.3M $
92Vanguard Scottsdale Funds 93,2319.3M $
93iShares Russell 1000 Growth ETF 18,7818.9M $
94Schwab U.S. REIT ETF 418,0558.7M $
95Vanguard Total International S 114,1638.6M $
96Advanced Micro Devices Inc 39,8188.5M $
97Morgan Stanley 47,9868.5M $
98iShares MSCI USA Momentum Factor ETF 33,3608.4M $
99Salesforce Inc 31,1308.2M $
100SPDR Gold Shares 20,7628.2M $