Q1 2023 Holdings
Filed 2023-04-11 | 113 holdings | $625.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $13.8M | 147,863 | 2.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $13.8M | 133,020 | 2.2% |
| Astrazeneca PLC(AZN) | SPONSORED ADR | 046353108 | $14.0M | 201,527 | 2.2% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $14.3M | 22,357 | 2.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $15.4M | 443,663 | 2.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $21.1M | 73,314 | 3.4% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $23.3M | 305,286 | 3.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $24.7M | 515,740 | 3.9% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $24.7M | 364,066 | 4.0% |
| Apple Inc(AAPL) | COM | 037833100 | $25.5M | 154,463 | 4.1% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $26.1M | 488,180 | 4.2% |
| Spdr SER TR(SPSB) | PORTFOLIO SHORT | 78464A474 | $35.6M | 1,201,009 | 5.7% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $41.6M | 1,280,131 | 6.7% |