SEVEN MILE ADVISORY

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CIK 1987932

13F portfolio (2026-Q1)

$139M

Positions

182

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

182

Top 5

30.6%

Top 10

44.7%

Effective N

33.2

HHI

0.030

This quarter

32 new · 0 exit →

By sector

Unclassified32.3%

Information Technology28.9%

Financials8.9%

Communication Services8.8%

Consumer Discretionary8.0%

Health Care5.0%

Industrials2.8%

Energy1.9%

Other3.4%

By market cap

Mega (>$200B)49.9%

Unknown37.7%

Large ($10–200B)10.0%

Mid ($2–10B)1.8%

Small ($300M–2B)0.6%

Micro (<$300M)0.0%

By region

North America63.8%

Other32.3%

Europe2.9%

Asia-Pacific0.6%

Africa0.3%

Middle East0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	32.94%	48
Semiconductors & Semiconductor Equipment	16.59%	13
Software & IT Services	7.15%	5
Technology Hardware & Equipment	6.47%	9
Specialty Retail	5.73%	6
Banks	5.22%	16
Software	4.97%	9
Pharmaceuticals & Biotechnology	4.68%	14
Oil, Gas & Consumable Fuels	1.90%	7
Machinery	1.71%	5
Automobiles & Components	1.62%	3
Commercial Services & Supplies	1.57%	4
Diversified Telecommunication Services	0.99%	4
Insurance	0.93%	5
Media & Entertainment	0.87%	3
Chemicals	0.83%	5
Capital Markets	0.77%	3
Tobacco	0.62%	2
Equity Real Estate Investment Trusts (REITs)	0.57%	2
Metals & Mining	0.56%	3
Hotels, Restaurants & Leisure	0.48%	1
Utilities	0.45%	2
Electrical Equipment & Components	0.45%	2
Beverages	0.42%	2
Construction & Engineering	0.37%	2
Health Care Equipment & Supplies	0.34%	2
Aerospace & Defense	0.33%	2
Communications Equipment	0.19%	1
Distributors	0.16%	1
Transportation Infrastructure	0.15%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	NVDA	NVIDIA CORP	Information Technology	11.82%
2	SPY	STATE STR SPDR S&P 500 ETF T	Unclassified	5.13%
3	DFAE	DIMENSIONAL ETF TRUST	Unclassified	4.88%
4	AAPL	Apple Inc.	Information Technology	4.76%
5	VOO	VANGUARD INDEX FDS	Unclassified	4.03%
6	AMZN	AMAZON COM INC	Consumer Discretionary	3.26%
7	MSFT	MICROSOFT CORP	Information Technology	3.20%
8	GOOGL	Alphabet Inc.	Communication Services	2.75%
9	VGSH	VANGUARD SHORT-TERM TREASURY ETF	Unclassified	2.52%
10	GOOG	Alphabet Inc.	Communication Services	2.33%

135/182 names classified · sector 67.7% of weight · industry 67.1% · mkt cap 62.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 12 quarters

Information TechnologyNVDA, AAPL, MSFT, AVGO, SNAP · other

FinancialsJPM, V, MA, BRK.B, UNH · other

Communication ServicesGOOG, META, GOOGL, NFLX, SPOT · other

Consumer DiscretionaryAMZN, TSLA, WMT, COST, MCD · other

Health CareLLY, JNJ, NVO, MRK, NVS · other

IndustrialsASML, ACN, LRCX, DE, CAT · other

MaterialsPG, LIN, NKE, EL, BHP · other

EnergyXOM, CVX, SHEL, COP, PSX · other

Consumer StaplesPEP, KO, PM, MO, BTI · other

UtilitiesNEE, EPD, POR, LNG, AQN · other

Real EstateEQIX, VICI, LADR, TRTX, ACRE

UnclassifiedSPY, VOO, DFAE, VEA, VMBS · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 67.7% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (103 classified)SEVEN MILE ADVISORY centroid (Large Growth)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsHealth CareIndustrialsEnergyConsumer StaplesMaterialsReal EstateUtilities

Style box summary for SEVEN MILE ADVISORY: centroid Large Growth. Heaviest cells: Large Growth 41.5%, Large Core 9.1%, Large Value 7.3%.

Classified: 60.3% of book weight (103/182 names) · unclassified 39.7%: SPY, DFAE, VOO, VGSH, VCIT, VEA, BND, BRK.B, DFSE, ASML +69 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 182 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	NVDANVIDIA CORPORATION	93,919	$16M	11.8%	TRIM −6%
2	SPYSTATE STR SPDR S&P 500 ETF T	10,932	$7M	5.1%	TRIM −5%
3	DFAEDIMENSIONAL ETF TRUST	199,511	$7M	4.9%	TRIM −46%
4	AAPLAPPLE INC	25,991	$7M	4.8%	TRIM −41%
5	VOOVANGUARD INDEX FDS	9,349	$6M	4.0%	ADD 9%
6	AMZNAMAZON COM INC	21,697	$5M	3.3%	TRIM −33%
7	MSFTMICROSOFT CORP	11,991	$4M	3.2%	TRIM −47%
8	GOOGLALPHABET INC	13,231	$4M	2.7%	TRIM −30%
9	VGSHVANGUARD SHORT-TERM TREASURY ETF	59,538	$3M	2.5%	TRIM −83%
10	GOOGALPHABET INC	11,266	$3M	2.3%	TRIM −38%
11	VCITVANGUARD SCOTTSDALE FDS	33,507	$3M	2.0%	ADD 13%
12	METAMETA PLATFORMS INC	4,506	$3M	1.9%	TRIM −30%
13	AVGOBROADCOM INC	5,911	$2M	1.3%	TRIM −30%
14	JPMJPMORGAN CHASE & CO	5,973	$2M	1.3%	TRIM −37%
15	VEAVANGUARD TAX-MANAGED FDS	26,390	$2M	1.2%	TRIM −95%
16	WMTWALMART INC	13,188	$2M	1.2%	ADD 6%
17	TSLATESLA INC	4,395	$2M	1.2%	TRIM −6%
18	BNDVANGUARD BD INDEX FDS	18,954	$1M	1.0%	TRIM −20%
19	AMATAPPLIED MATLS INC	3,418	$1M	0.8%	TRIM −7%
20	LLYELI LILLY & CO	1,265	$1M	0.8%	TRIM −30%
21	JNJJOHNSON & JOHNSON	3,851	$941,338	0.7%	TRIM −41%
22	VVISA INC	3,101	$937,246	0.7%	TRIM −37%
23	BRK.BBERKSHIRE HATHAWAY INC DEL	1,945	$932,044	0.7%	TRIM −41%
24	MAMASTERCARD INCORPORATED	1,803	$900,887	0.7%	TRIM −27%
25	DFSEDIMENSIONAL ETF TRUST	20,479	$867,689	0.6%	TRIM −9%
26	MUMICRON TECHNOLOGY INC	2,465	$832,776	0.6%	TRIM −15%
27	ASMLASML HOLDING N V	623	$822,877	0.6%	TRIM −6%
28	IWMISHARES TR	3,300	$818,400	0.6%	NEW
29	WULFTERAWULF INC	55,970	$807,647	0.6%	NEW
30	XOMEXXON MOBIL CORP	4,759	$807,412	0.6%	TRIM −40%
31	AXPAMERICAN EXPRESS CO	2,412	$729,582	0.5%	TRIM −32%
32	GLTRABRDN PRECIOUS METALS BASKET	3,300	$721,776	0.5%	HOLD
33	BRK.ABERKSHIRE HATHAWAY INC DEL	1	$718,140	0.5%	HOLD
34	NFLXNETFLIX INC	7,307	$702,568	0.5%	TRIM −21%
35	MCDMCDONALDS CORP	2,128	$661,361	0.5%	ADD 21%
36	IVVISHARES TR	978	$638,839	0.5%	TRIM −96%
37	SGOVISHARES TR	6,319	$636,064	0.5%	ADD 188%
38	IJHISHARES TR	9,331	$630,122	0.5%	ADD 24%
39	MRKMERCK & CO INC	5,133	$617,449	0.4%	TRIM −32%
40	NVSNOVARTIS AG	4,023	$614,513	0.4%	HOLD
41	LRCXLAM RESEARCH CORP	2,869	$612,991	0.4%	TRIM −34%
42	MDYSPDR S&P MIDCAP 400 ETF TR	992	$611,826	0.4%	HOLD
43	CLSCELESTICA INC	2,085	$587,303	0.4%	TRIM −6%
44	BSVVANGUARD BD INDEX FDS	7,294	$571,923	0.4%	TRIM −59%
45	COSTCOSTCO WHSL CORP NEW	568	$565,972	0.4%	TRIM −9%
46	GSGOLDMAN SACHS GROUP INC	666	$563,429	0.4%	ADD 19%
47	EQIXEQUINIX INC	572	$560,697	0.4%	NEW
48	DFEMDIMENSIONAL ETF TRUST	16,067	$555,115	0.4%	HOLD
49	WFCWELLS FARGO CO NEW	6,732	$535,935	0.4%	TRIM −27%
50	CSCOCISCO SYS INC	6,829	$529,862	0.4%	TRIM −30%
51	SHOPSHOPIFY INC	4,457	$528,689	0.4%	ADD 130%
52	VZVERIZON COMMUNICATIONS INC	10,470	$525,594	0.4%	TRIM −26%
53	GUNRFLEXSHARES TR	9,438	$520,600	0.4%	HOLD
54	AMGNAMGEN INC	1,477	$519,682	0.4%	TRIM −29%
55	WSMWILLIAMS SONOMA INC	2,842	$518,182	0.4%	ADD 122%
56	ABBVABBVIE INC	2,308	$501,967	0.4%	TRIM −33%
57	VWOVANGUARD INTL EQUITY INDEX F	9,189	$496,676	0.4%	TRIM −58%
58	AMDADVANCED MICRO DEVICES INC	2,420	$492,301	0.4%	HOLD
59	CCITIGROUP INC	4,284	$485,848	0.4%	TRIM −18%
60	BBJPJ P MORGAN EXCHANGE TRADED F	6,815	$469,622	0.3%	NEW
61	VBVANGUARD INDEX FDS	1,768	$463,075	0.3%	HOLD
62	VGITVANGUARD SCOTTSDALE FDS	7,731	$460,381	0.3%	TRIM −97%
63	MOALTRIA GROUP INC	6,899	$455,265	0.3%	TRIM −7%
64	CVXCHEVRON CORP NEW	2,148	$444,421	0.3%	TRIM −28%
65	HDHOME DEPOT INC	1,346	$442,686	0.3%	TRIM −41%
66	INTCINTEL CORP	9,903	$437,025	0.3%	TRIM −17%
67	HSBCHSBC HLDGS PLC	5,251	$433,155	0.3%	ADD 16%
68	PLTRPALANTIR TECHNOLOGIES INC	2,945	$430,795	0.3%	TRIM −10%
69	GILDGILEAD SCIENCES INC	3,052	$425,357	0.3%	TRIM −33%
70	AZNASTRAZENECA PLC	2,111	$416,331	0.3%	TRIM −50%
71	NEENEXTERA ENERGY INC	4,452	$413,502	0.3%	TRIM −13%
72	SCHASCHWAB STRATEGIC TR	14,000	$407,120	0.3%	HOLD
73	VTVANGUARD INTL EQUITY INDEX F	2,926	$404,773	0.3%	ADD 23%
74	PMPHILIP MORRIS INTL INC	2,409	$398,304	0.3%	TRIM −22%
75	SANBANCO SANTANDER S.A.	35,120	$396,154	0.3%	HOLD
76	DIASPDR DOW JONES INDL AVERAGE	817	$378,426	0.3%	TRIM −55%
77	BBCAJ P MORGAN EXCHANGE TRADED F	3,799	$357,334	0.3%	NEW
78	PGPROCTER AND GAMBLE CO	2,438	$352,145	0.3%	TRIM −44%
79	SHELSHELL PLC	3,771	$350,703	0.3%	ADD 5%
80	AUANGLOGOLD ASHANTI PLC	3,576	$348,159	0.3%	HOLD
81	ORCLORACLE CORP	2,353	$346,150	0.2%	TRIM −58%
82	CATCATERPILLAR INC	487	$345,020	0.2%	TRIM −52%
83	GEVGE VERNOVA INC	392	$342,177	0.2%	TRIM −26%
84	FNDFSCHWAB STRATEGIC TR	6,980	$341,531	0.2%	HOLD
85	BBVABANCO BILBAO VIZCAYA ARGENTA	15,698	$340,019	0.2%	HOLD
86	GMGENERAL MTRS CO	4,510	$335,995	0.2%	TRIM −34%
87	CPACOPA HOLDINGS SA	2,937	$333,673	0.2%	TRIM −5%
88	COFCAPITAL ONE FINL CORP	1,811	$330,381	0.2%	TRIM −27%
89	PHPARKER-HANNIFIN CORP	362	$324,077	0.2%	ADD 32%
90	TAT&T INC	11,029	$319,723	0.2%	TRIM −49%
91	WDCWESTERN DIGITAL CORP	1,179	$318,908	0.2%	TRIM −24%
92	PEPPEPSICO INC	2,052	$318,589	0.2%	TRIM −71%
93	BIVVANGUARD BD INDEX FDS	4,013	$309,723	0.2%	NEW
94	TIGOMILLICOM INTL CELLULAR S A	4,093	$306,729	0.2%	HOLD
95	RSPTINVESCO EXCHANGE TRADED FD T	6,750	$305,505	0.2%	HOLD
96	VRTXVERTEX PHARMACEUTICALS INC	681	$304,094	0.2%	TRIM −12%
97	PGRPROGRESSIVE CORP	1,516	$300,532	0.2%	HOLD
98	MFCMANULIFE FINL CORP	8,641	$297,596	0.2%	HOLD
99	MSMORGAN STANLEY	1,804	$296,884	0.2%	TRIM −46%
100	PSXPHILLIPS 66	1,623	$295,678	0.2%	TRIM −25%
101	LINLINDE PLC	593	$293,986	0.2%	TRIM −36%
102	VUGVANGUARD INDEX FDS	673	$293,960	0.2%	TRIM −68%
103	ARKKARK ETF TR	4,338	$293,205	0.2%	HOLD
104	EMEEMCOR GROUP INC	397	$293,109	0.2%	TRIM −30%
105	APHAMPHENOL CORP	2,265	$286,183	0.2%	TRIM −11%
106	ABTABBOTT LABS	2,787	$286,141	0.2%	TRIM −40%
107	IBMINTERNATIONAL BUSINESS MACHS	1,169	$283,466	0.2%	TRIM −65%
108	GEGE AEROSPACE	995	$282,351	0.2%	TRIM −44%
109	ECVTECOVYST INC	21,856	$281,068	0.2%	NEW
110	BACBANK AMERICA CORP	5,628	$274,352	0.2%	TRIM −74%
111	TMTOYOTA MOTOR CORP	1,328	$273,688	0.2%	ADD 5%
112	TXNTEXAS INSTRS INC	1,405	$272,767	0.2%	TRIM −15%
113	ANETARISTA NETWORKS INC	2,217	$272,203	0.2%	TRIM −7%
114	QQQINVESCO QQQ TR	467	$269,568	0.2%	HOLD
115	NFRAFLEXSHARES TR	4,210	$269,230	0.2%	HOLD
116	QCOMQUALCOMM INC	2,089	$269,021	0.2%	TRIM −31%
117	KLACKLA CORP	182	$267,979	0.2%	TRIM −49%
118	TRI POINTE HOMES INC	5,693	$266,034	0.2%	NEW
119	VTVVANGUARD INDEX FDS	1,353	$265,459	0.2%	TRIM −99%
120	NVTNVENT ELECTRIC PLC	2,226	$263,291	0.2%	NEW
121	UBSUBS GROUP AG	6,737	$263,215	0.2%	ADD 5%
122	KOCOCA COLA CO	3,453	$262,601	0.2%	TRIM −41%
123	PANWPALO ALTO NETWORKS INC	1,635	$262,123	0.2%	TRIM −5%
124	LBTYALIBERTY GLOBAL LTD	21,640	$261,628	0.2%	NEW
125	ISRGINTUITIVE SURGICAL INC	562	$259,076	0.2%	TRIM −15%
126	VTEBVANGUARD MUN BD FDS	5,188	$258,829	0.2%	NEW
127	JXNJACKSON FINANCIAL INC	2,444	$258,380	0.2%	NEW
128	PFEPFIZER INC	9,039	$253,815	0.2%	TRIM −27%
129	APPAPPLOVIN CORP	636	$253,128	0.2%	TRIM −41%
130	CRMSALESFORCE INC	1,350	$252,005	0.2%	TRIM −31%
131	SDSANDRIDGE ENERGY INC	15,426	$251,598	0.2%	NEW
132	BBAXJ P MORGAN EXCHANGE TRADED F	4,201	$249,770	0.2%	NEW
133	TJXTJX COS INC NEW	1,563	$249,611	0.2%	TRIM −40%
134	RTXRTX CORPORATION	1,285	$247,877	0.2%	TRIM −46%
135	TTETotalEnergies SE	2,703	$245,919	0.2%	NEW
136	EENI S P A	4,275	$242,008	0.2%	NEW
137	BNYBANK NEW YORK MELLON CORP	2,024	$240,107	0.2%	TRIM −39%
138	GLDSPDR GOLD TR	557	$239,672	0.2%	HOLD
139	MUFGMITSUBISHI UFJ FINANCIAL GRO	14,118	$239,582	0.2%	HOLD
140	SAPSAP SE	1,398	$239,352	0.2%	TRIM −2%
141	XLESELECT SECTOR SPDR TR	3,896	$238,669	0.2%	NEW
142	CMCSACOMCAST CORP NEW	8,267	$237,346	0.2%	TRIM −6%
143	TMOTHERMO FISHER SCIENTIFIC INC	479	$235,443	0.2%	TRIM −38%
144	TSEMTOWER SEMICONDUCTOR LTD	1,339	$234,968	0.2%	NEW
145	BBEUJ P MORGAN EXCHANGE TRADED F BETABUILDERS EUR	3,218	$233,015	0.2%	NEW
146	ADIANALOG DEVICES INC	721	$229,379	0.2%	TRIM −10%
147	NEMNEWMONT CORP	2,092	$226,459	0.2%	TRIM −48%
148	VICIVICI PPTYS INC	8,205	$224,161	0.2%	NEW
149	INTUINTUIT	518	$223,973	0.2%	TRIM −22%
150	VBRVANGUARD INDEX FDS	1,029	$223,550	0.2%	TRIM −96%
151	CBCHUBB LIMITED	685	$223,262	0.2%	TRIM −25%
152	TMHCTAYLOR MORRISON HOME CORP	3,821	$222,535	0.2%	NEW
153	CAHCARDINAL HEALTH INC	1,045	$220,819	0.2%	TRIM −22%
154	ACNACCENTURE PLC IRELAND	1,094	$216,929	0.2%	TRIM −10%
155	PORPORTLAND GEN ELEC CO	4,063	$214,405	0.2%	NEW
156	VODVODAFONE GROUP PLC	14,232	$213,765	0.2%	ADD 4%
157	NOWSERVICENOW INC	2,036	$212,864	0.2%	ADD 10%
158	RSPHINVESCO EXCHANGE TRADED FD T	7,000	$211,355	0.2%	HOLD
159	MDTMEDTRONIC PLC	2,426	$210,213	0.2%	TRIM −34%
160	CDNSCADENCE DESIGN SYSTEM INC	752	$208,958	0.2%	ADD 4%
161	REGNREGENERON PHARMACEUTICALS	270	$208,613	0.2%	TRIM −18%
162	NYFISHARES TR	3,917	$208,071	0.2%	HOLD
163	CITHE CIGNA GROUP	772	$205,931	0.1%	TRIM −25%
164	STXSEAGATE TECHNOLOGY HLDNGS PL	519	$203,323	0.1%	TRIM −33%
165	LMTLOCKHEED MARTIN CORP	336	$203,075	0.1%	TRIM −32%
166	TSMTAIWAN SEMICONDUCTOR MFG LTD	600	$202,770	0.1%	TRIM −37%
167	BKNGBOOKING HOLDINGS INC	48	$202,095	0.1%	TRIM −26%
168	GSKGSK PLC	3,637	$200,726	0.1%	TRIM −19%
169	APAMARTISAN PARTNERS ASSET MGMT	5,512	$200,582	0.1%	NEW
170	ROCKGIBRALTAR INDS INC	5,021	$200,187	0.1%	NEW
171	GSLGLOBAL SHIP LEASE INC NEW	5,372	$200,000	0.1%	NEW
172	CORZCORE SCIENTIFIC INC NEW	13,050	$195,228	0.1%	NEW
173	HUNHUNTSMAN CORP	12,349	$164,365	0.1%	NEW
174	WUWESTERN UN CO	14,162	$123,634	0.1%	TRIM −29%
175	MFGMIZUHO FINANCIAL GROUP INC	15,028	$119,322	0.1%	HOLD
176	CRNTCERAGON NETWORKS LTD	44,672	$96,492	0.1%	NEW
177	LYGLLOYDS BANKING GROUP PLC	16,977	$85,394	0.1%	HOLD
178	HAFNHAFNIA LTD SHS	10,268	$78,037	0.1%	NEW
179	ICLICL GROUP LTD	11,303	$58,262	0.0%	ADD 2%
180	ALLOALLOGENE THERAPEUTICS INC	14,434	$35,219	0.0%	NEW
181	RBBNRIBBON COMMUNICATIONS INC	15,976	$33,869	0.0%	NEW
182	MXMAGNACHIP SEMICONDUCTOR CORP	10,173	$28,484	0.0%	NEW

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

NVDANVIDIA CORPORATION

116K

98K

99K

123K

100K

94K

$16M

SPYSTATE STR SPDR S&P 500 ETF T

32K

12K

11K

$7M

DFAEDIMENSIONAL ETF TRUST

151K

157K

170K

351K

368K

200K

$7M

AAPLAPPLE INC

43K

44K

42K

59K

44K

26K

$7M

VOOVANGUARD INDEX FDS

12K

$6M

AMZNAMAZON COM INC

32K

31K

37K

32K

22K

$5M

MSFTMICROSOFT CORP

16K

17K

25K

22K

12K

$4M

GOOGLALPHABET INC

16K

15K

22K

19K

13K

$4M

VGSHVANGUARD SHORT-TERM TREASURY ETF

44K

39K

29K

297K

345K

60K

$3M

GOOGALPHABET INC

16K

15K

21K

18K

11K

$3M

VCITVANGUARD SCOTTSDALE FDS

31K

27K

21K

30K

34K

$3M

METAMETA PLATFORMS INC

$3M

AVGOBROADCOM INC

10K

$2M

JPMJPMORGAN CHASE & CO

11K

$2M

VEAVANGUARD TAX-MANAGED FDS

27K

533K

547K

26K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆SEVEN MILE ADVISORY