Q1 2023 Holdings
Filed 2023-05-02 | 305 holdings | $725.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $35.2M | 140,854 | 4.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $38.8M | 94,341 | 5.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $42.5M | 426,732 | 5.9% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $48.7M | 306,572 | 6.7% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $55.6M | 1,230,629 | 7.7% |