account_balance
Investment manager · 13F filer · SEC CIK 2097609
Christine Messmer Pc
Reported value$177Mas of Jun 30, 2026
Positions86 7 new, 1 sold out
Top 10 weight59.4%BIV alone is 17%
FiledJul 2323 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
BIVVanguard Bd Index FDS
16.8%Added +26%
SPHYSPDR Series Trust
10.3%Added +4%
GOOGLAlphabet Inc.
5.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.7%Trimmed −4%
AMZNAmazon.com Inc
4.5%
AAPLApple Inc.
4.5%
VBVanguard Index FDS
4.0%Added +5%
MSFTMicrosoft Corp
3.7%Added +3%
NVDANVIDIA Corp
3.0%
BNDVanguard Bd Index FDS
2.8%Trimmed −16%
VCSHVanguard Scottsdale FDS
2.5%
VTEBVanguard Mun Bd FDS
2.3%Added +21%
BIVVanguard Bd Index FDS
16.8%Added +26%
SPHYSPDR Series Trust
10.3%+4%
GOOGLAlphabet Inc.
5.1%
TSMTaiwan Semiconductor Manufacturing Co Ltd
4.7%
AMZNAmazon.com Inc
4.5%
AAPLApple Inc.
4.5%
VBVanguard Index FDS
4.0%
MSFTMicrosoft Corp
3.7%
NVDA3.0%BND2.8%
VCSH2.5%
VTEB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BIV Vanguard Bd Index FDS 16.8% Added +26%
SPHY SPDR Series Trust 10.3% Added +4%
GOOGL Alphabet Inc. 5.1% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 4.7% Trimmed −4%AMZN Amazon.com Inc 4.5% HeldAAPL Apple Inc. 4.5% HeldVB Vanguard Index FDS 4.0% Added +5%
MSFT Microsoft Corp 3.7% Added +3%NVDA NVIDIA Corp 3.0% HeldBND Vanguard Bd Index FDS 2.8% Trimmed −16%
VCSH Vanguard Scottsdale FDS 2.5% Held
VTEB Vanguard Mun Bd FDS 2.3% Added +21%
What changed
Biggest moves since Mar 31, 2026
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