NDVR, Inc.

Q1 2025 13F Holdings

  • Location
    boston, MA
  • Num holdings

    102

  • Value ($000)

    $98,017

  • Date Filed
    05/15/2025
  • Form type
    13F-HR
  • CIK
    0002011247
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$22.83M
23 %

449,119

HUBS
HUBS

HUBSPOT INC

COM
443573100
$17.40M
18 %

30,449

VWO
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$7.85M
8 %

173,535

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.60M
5 %

24,189

GLDM
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$3.88M
4 %

62,736

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.65M
4 %

9,722

AAPL
AAPL

APPLE INC

COM
037833100
$2.08M
2 %

9,363

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$1.75M
2 %

16,172

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$1.62M
2 %

21,360

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$1.54M
2 %

2,995

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