Q4 2020 Holdings
Filed 2021-01-25 | 65 holdings | $28.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $10.1K | 14,000 | 0.0% |
| Dimensional Intl Core Eqty ETF(DFAI) | COM | 25434V203 | $10.2K | 383,810 | 0.0% |
| J.P. Morgan Chase& Co(JPM) | COM | 46625H100 | $11.7K | 91,974 | 0.0% |
| Visa Inc.(V) | COM | 92826C839 | $11.7K | 53,587 | 0.0% |
| Alphabet Class A(GOOGL) | COM | 02079K305 | $13.6K | 7,768 | 0.0% |
| Amazon.com Inc(AMZN) | COM | 023135106 | $16.1K | 4,957 | 0.1% |
| Dimensional US Core Eqty ETF(DFAU) | COM | 25434V104 | $18.6K | 705,854 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $18.8K | 142,033 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.7K | 88,437 | 0.1% |
| Adobe Systems Inc(ADBE) | COM | 00724F101 | $505.0K | 1,009 | 1.8% |
| Aberdeen STD Gold ETF TR(SGOL) | COM | 00326A104 | $4.3M | 237,155 | 15.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $4.9M | 45,319 | 17.1% |
| Avantis US Small Cap Value ETF(AVUV) | COM | 025072877 | $5.4M | 95,017 | 19.0% |
| Avantis US Equity ETF(AVUS) | COM | 025072885 | $6.5M | 103,085 | 22.8% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $6.5M | 146,125 | 23.0% |