Q2 2023 Holdings
Filed 2023-08-15 | 358 holdings | $948.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $24.8M | 305,888 | 2.6% |
| Tesla Inc(TSLA) | COM | 88160R101 | $26.3M | 100,345 | 2.8% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $32.6M | 88,317 | 3.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $39.2M | 178,024 | 4.1% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $39.6M | 195,300 | 4.2% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $40.8M | 779,532 | 4.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $58.8M | 601,200 | 6.2% |
| Apple Inc(AAPL) | COM | 037833100 | $61.5M | 316,850 | 6.5% |