Q2 2024 Holdings
Filed 2024-07-12 | 609 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $38.4M | 168,149 | 3.6% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $44.2M | 275,551 | 4.1% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $49.6M | 473,864 | 4.6% |