YorkBridge Wealth Partners, LLC [Rocket]

Holdings

YorkBridge Wealth Partners, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
SPDR S&P 500 ETF TRUST	SPY	Common	76,978	1,263	29,438,566,000	29,410,002,000	7.47		Hist	12/31/2022
VANGUARD WHITEHALL FUNDS	VYM	Common	139,937	131,749	15,142,549,000	15,141,716,000	3.84		Hist	12/31/2022
VANGUARD SCOTTSDALE FUNDS	VONG	Common	273,764	269,272	15,089,886,000	15,089,633,000	3.83		Hist	12/31/2022
JOHNSON & JOHNSON	JNJ	Common	50,136	1,204	8,856,502,000	8,847,816,000	2.25	0.00	Hist	12/31/2022
Alphabet Inc.	GOOG	COM	81,334	76,954	7,216,766,000	7,207,185,000	1.83	0.00	Hist	12/31/2022
NETFLIX INC	NFLX	Common	22,186	6,172	6,542,296,000	6,539,496,000	1.66	0.00	Hist	12/31/2022
Salesforce, Inc.	CRM	Common	34,067	565	4,516,944,000	4,511,415,000	1.15	0.00	Hist	12/31/2022
PFIZER INC	PFE	Common	85,512	141	4,381,635,000	4,377,159,000	1.11	0.00	Hist	12/31/2022
HOME DEPOT, INC.	HD	Common	13,634	183	4,306,435,000	4,302,746,000	1.09	0.00	Hist	12/31/2022
PROCTER & GAMBLE Co	PG	Common	26,944	730	4,083,633,000	4,079,864,000	1.04	0.00	Hist	12/31/2022
JPMORGAN CHASE & CO	JPM	Common	28,040	1,089	3,760,191,000	3,757,156,000	0.95		Hist	12/31/2022
ServiceNow, Inc.	NOW	COM	9,076	1,602	3,523,939,000	3,520,385,000	0.89	0.00	Hist	12/31/2022
Mondelez International, Inc.	MDLZ	COM	50,857	724	3,389,627,000	3,386,514,000	0.86	0.00	Hist	12/31/2022
Merck & Co., Inc.	MRK	COM	28,548	216	3,167,400,000	3,164,817,000	0.80	0.00	Hist	12/31/2022
PayPal Holdings, Inc.	PYPL	COM	44,209	651	3,148,587,000	3,145,545,000	0.80	0.00	Hist	12/31/2022
VANGUARD SPECIALIZED FUNDS	VIG	Common	20,378	1,117	3,094,572,000	3,091,809,000	0.79		Hist	12/31/2022
RAYTHEON TECHNOLOGIES CORP	RTX	COM	29,124	663	2,939,194,000	2,936,459,000	0.75		Hist	12/31/2022
THERMO FISHER SCIENTIFIC INC.	TMO	Common	5,084	4,279	2,799,708,000	2,799,271,000	0.71	0.00	Hist	12/31/2022
SPDR SERIES TRUST	SDY	Common	21,689	2,453	2,713,544,000	2,711,261,000	0.69		Hist	12/31/2022
AbbVie Inc.	ABBV	COM	16,416	75	2,652,990,000	2,650,487,000	0.67	0.00	Hist	12/31/2022
SCHWAB STRATEGIC TRUST	SCHM	Common	36,867	6,470	2,418,835,000	2,416,928,000	0.61		Hist	12/31/2022
VANGUARD INDEX FUNDS	VNQ	ETF	29,196	4,254	2,408,089,000	2,405,817,000	0.61		Hist	12/31/2022
COCA COLA CO	KO	Common	36,974	1,314	2,351,916,000	2,349,673,000	0.60	0.00	Hist	12/31/2022
VANGUARD INDEX FUNDS	VOT	Common	12,272	10,757	2,206,001,000	2,205,735,000	0.56		Hist	12/31/2022
COMCAST CORP	CMCSA	Common	63,008	6,263	2,203,390,000	2,201,163,000	0.56		Hist	12/31/2022
COSTCO WHOLESALE CORP /NEW	COST	Common	4,822	60	2,201,243,000	2,198,961,000	0.56	0.00	Hist	12/31/2022
NEXTERA ENERGY INC	FPL	common	25,367	249	2,120,681,000	2,118,735,000	0.54	0.00	Hist	12/31/2022
ILLUMINA, INC.	ILMN	Common	10,138	4,854	2,049,904,000	2,048,930,000	0.52	0.01	Hist	12/31/2022
LIN Media LLC	LIN	COMMON STOCK	5,475	459	1,785,835,000	1,784,393,000	0.45		Hist	12/31/2022
BANK OF AMERICA CORP /DE/	BAC	Common	51,804	1,107	1,715,749,000	1,714,171,000	0.44	0.00	Hist	12/31/2022
AMERICAN TOWER CORP /MA/	AMT	COM	8,032	406	1,701,660,000	1,699,711,000	0.43		Hist	12/31/2022
Alphabet Inc.	GOOGL	COM	17,480	16,644	1,542,260,000	1,540,438,000	0.39	0.00	Hist	12/31/2022
TEXAS INSTRUMENTS INC	TXN	Common	9,096	43	1,502,841,000	1,501,450,000	0.38	0.00	Hist	12/31/2022
ENBRIDGE INC	ENB	COM	37,661	5,356	1,472,546,000	1,471,181,000	0.37	0.00	Hist	12/31/2022
Vanguard Growth ETF	VUG	ETF	6,782	1,490	1,445,285,000	1,444,105,000	0.37		Hist	12/31/2022
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