Q2 2023 Holdings
Filed 2023-08-07 | 163 holdings | $328.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.9M | 13,286 | 0.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.2M | 7,530 | 1.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $3.2M | 16,053 | 1.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $3.6M | 15,302 | 1.1% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $3.7M | 13,063 | 1.1% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $4.0M | 27,674 | 1.2% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.3M | 33,268 | 1.3% |
| Apple Inc(AAPL) | COM | 037833100 | $4.8M | 24,977 | 1.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.3M | 11,996 | 1.6% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $5.4M | 55,292 | 1.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $7.0M | 57,508 | 2.1% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $33.3M | 340,729 | 10.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $126.8M | 1,182,118 | 38.6% |