Jasmine Vineyards, Inc.'s EIN is 95-2745235.
Download the official 2024 Form 5500 (PDF) for Jasmine Vineyards, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jasmine Vineyards, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB | 94-1737782 | — | NONE | $72K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MarketDesk Focused U.S. Exchange traded fund | Other securities | — | $1.9M | $2.0M | 18.0% | |
| Vanguard Core Bond Exchange traded fund | Mutual Funds | — | $899K | $912K | 8.1% | |
| Schwab 5-10 Year Corporate Exchange traded fund | Mutual Funds | — | $900K | $901K | 8.0% | |
| Vanguard Intermediate-Term Bond Exchange traded fund | Mutual Funds | — | $704K | $702K | 6.2% | |
| JPMorgan Ultra-Short Income Exchange traded fund | Other securities | — | $557K | $558K | 5.0% | |
| Fidelity Advisor Balance Mutual funds | Mutual Funds | — | $429K | $496K | 4.4% | |
| First Eagle Global I Mutual funds | Other securities | — | $443K | $472K | 4.2% | |
| Ishares 10+ Year Investment Grade Exchange traded fund | Other securities | — | $377K | $350K | 3.1% | |
| Apple Inc. Common stock | Common Stocks | — | $62K | $287K | 2.6% | |
| First Trust Growth Strength Exchange traded fund | Other securities | — | $242K | $251K | 2.2% | |
| Amazon.com. Inc. Common stock | Common Stocks | — | $171K | $249K | 2.2% | |
| Alphabet Inc. Common stock | Common Stocks | — | $166K | $247K | 2.2% | |
| Microsoft Corporation Common stock | Common Stocks | — | $159K | $215K | 1.9% | |
| Charles Schwab Bank Interest-bearing cash | Mutual Funds | — | $213K | $213K | 1.9% | |
| Invesco Russell 1000 Dynamic Exchange traded fund | Common Collective Trusts | — | $177K | $196K | 1.7% | |
| SoFi Technologies Inc. Common stock | Common Stocks | — | $231K | $196K | 1.7% | |
| Invesco Russell 1000 Equal Weight Exchange traded fund | Common Collective Trusts | — | $174K | $193K | 1.7% | |
| Ishares Broad USD High Yield Exchange traded fund | Other securities | — | $160K | $165K | 1.5% | |
| Berkshire Hathaway Common stock | Common Stocks | — | $128K | $147K | 1.3% | |
| Visa Inc. Common stock | Common Stocks | — | $101K | $145K | 1.3% | |
| Ishares U.S. Aerospace & Defense Exchange traded fund | Common Stocks | — | $128K | $144K | 1.3% | |
| Bristol-Myers Squibb Company Common stock | Common Stocks | — | $119K | $139K | 1.2% | |
| NVIDIA Corporation Common stock | Common Stocks | — | $14K | $136K | 1.2% | |
| Broadcom Inc. Common stock | Common Stocks | — | $103K | $132K | 1.2% | |
| Fidelity Fundamental Small-Mid Cap Exchange traded fund | Mutual Funds | — | $111K | $122K | 1.1% | |
| Capital Group Global Exchange traded fund | Common Stocks | — | $102K | $120K | 1.1% | |
| First Trust SMID Cap Rising Exchange traded fund | Other securities | — | $118K | $117K | 1.0% | |
| Vanguard Small-Cap Growth Exchange traded fund | Mutual Funds | — | $107K | $115K | 1.0% | |
| Harbor International Compounders Exchange traded fund | Other securities | — | $115K | $113K | 1.0% | |
| Mastercard Incorporated Common stock | Common Stocks | — | $74K | $112K | 1.0% | |
| Invesco International Developed Dynamic Exchange traded fund | Mutual Funds | — | $117K | $111K | 1.0% | |
| JPMorgan Chase & Co. Common stock | Common Stocks | — | $78K | $110K | 1.0% | |
| Main Buywrite Exchange traded fund | Other securities | — | $110K | $110K | 1.0% | |
| Eli Lilly and Company Common stock | Common Stocks | — | $107K | $90K | 0.8% | |
| Adobe Inc. Common stock | Common Stocks | — | $84K | $78K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
