Q4 2023 Holdings
Filed 2024-02-14 | 57 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $59.0M | 1,242,259 | 3.5% |
| Vanguard Scottsdale FDS(VONV) | VNG RUS1000VAL | 92206C714 | $68.1M | 938,665 | 4.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $76.3M | 321,750 | 4.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $88.2M | 184,738 | 5.2% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $119.0M | 2,483,929 | 7.1% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $305.4M | 2,968,986 | 18.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $401.6M | 919,352 | 23.9% |