Q4 2022 Holdings
Filed 2023-02-10 | 6 holdings | $116.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Core High Dividend ETF(HDV) | COM | 46429B663 | $65.1M | 624,536 | 56.1% |
| Vanguard Whitehall FDS(VYM) | COM | 921946406 | $23.0M | 212,832 | 19.9% |
| Schwab Strategic TR US DIV(SCHD) | COM | 808524797 | $22.4M | 297,006 | 19.3% |
| Lumiradx LTD | COM | G5709L117 | $4.8M | 5,352,106 | 4.2% |
| Health Catalyst Inc(HCAT) | COM | 42225T107 | $343.1K | 32,273 | 0.3% |
| Prudential Financial Inc(PRU) | COM | 744320102 | $266.9K | 2,683 | 0.2% |