Q2 2025 Holdings
Filed 2025-08-14 | 205 holdings | $4.5B | 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 | $170.0M | 2,740,978 | 3.8% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $186.4M | 2,531,249 | 4.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $219.2M | 795,369 | 4.9% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $229.6M | 791,817 | 5.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $313.4M | 629,999 | 7.0% |