Q3 2025 Holdings
Filed 2025-11-10 | 737 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $42.1M | 645,313 | 3.5% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $67.6M | 773,864 | 5.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $194.3M | 317,217 | 16.2% |