Q1 2025 Holdings
Filed 2025-04-17 | 1204 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Short Term Corp Bond FD ETF(VCSH) | ETF | 92206C409 | $43.4M | 549,858 | 3.2% |
| Ishares S&P 500 Growth ETF(IVW) | ETF | 464287309 | $48.5M | 522,677 | 3.5% |
| Apple Inc(AAPL) | Stock | 037833100 | $55.3M | 249,009 | 4.0% |
| JPMorgan Chase & Co. COM(JPM) | Stock | 46625H100 | $65.2M | 265,743 | 4.7% |