Q1 2025 Holdings
Filed 2025-04-16 | 255 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $55.8M | 251,247 | 3.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $59.0M | 596,769 | 3.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $60.0M | 106,793 | 4.0% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $62.9M | 76,113 | 4.2% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $96.7M | 468,257 | 6.4% |