NDVR, Inc. 13F Holdings
CIK 0002011247 · Boston, MA
As of Sep 30, 2025, NDVR, Inc. reported 115 positions worth
CIK 0002011247 · Boston, MA
As of Sep 30, 2025, NDVR, Inc. reported 115 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 464,063 | $27.8M | 23.18% |
| HUBSPOT INC | HUBS | Technology | 26,049 | 2.2M | 10.16% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 181,077 | $9.8M | 8.18% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 59,217 | $6.0M | 4.97% |
| AMAZON.COM INC | AMZN | Equity | 25,495 | $5.6M | 4.67% |
| MICROSOFT CORP | MSFT | Technology | 9,495 | $4.9M | 4.10% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 62,736 | $4.8M | 4.00% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 11,741 | $3.9M | 3.21% |
| NVIDIA CORP | NVDA | Technology | 17,383 | $3.2M | 2.70% |
| APPLE INC | AAPL | Technology | 11,082 | $2.8M | 2.35% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,948 | .8M | 1.50% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 19,974 | .7M | 1.45% |
| META PLATFORMS INC | META | Communication Services | 1,437 | .1M | 0.88% |
| ALPHABET INC | GOOGL | Equity | 4,091 | $994.5K | 0.83% |
| WALMART INC | WMT | Consumer Defensive | 8,810 | $908.0K | 0.76% |
| BROADCOM INC | AVGO | Technology | 2,576 | $849.8K | 0.71% |
| ALPHABET INC | GOOG | Equity | 3,365 | $819.5K | 0.68% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 33,408 | $777.7K | 0.65% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,302 | $726.1K | 0.61% |
| EPAM SYSTEMS INC | EPAM | Technology | 4,001 | $603.3K | 0.50% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 8,670 | $571.5K | 0.48% |
| ABBVIE INC | ABBV | Equity | 2,391 | $553.6K | 0.46% |
| TESLA INC | TSLA | Consumer Cyclical | 1,117 | $496.8K | 0.41% |
| EXXON MOBIL CORP | XOM | Energy | 4,363 | $491.9K | 0.41% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 930 | $467.5K | 0.39% |