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Position
Weight in the portfolio
Amazon.com Inc
Alphabet Inc Class C
Goldman Sachs Group Inc
COLUMBIA DIVIDEND INCOME FUND COLUMBIA DIVIDEND INCOME FUND CLASS Z
The Home Depot Inc
McDonald’s Corporation
VanEck Morningstar Wide Moat ETF
Microsoft Corporation
NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND NUVEEN SANTA BARBARA DIVIDEND GROWTH FUND - CLASS I
NVIDIA Corporation
Realty Income Corporation
US Treasury 12 Month Bill ETF
Pimco Corporate & Income Strategy Fund
Pfizer Inc
AAM Low Duration Preferred and Income Securities ETF
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND INC. CLASS Z
Invesco QQQ Trust
Invesco S&P 500® Equal Weight ETF
Rbb Fund Inc - Us Treasury 3 Month Bill ETF
UnitedHealth Group Incorporated
Vanguard Growth Index Fund ETF Shares
Exxon Mobil Corp
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