Q4 2023 Holdings
Filed 2024-02-13 | 304 holdings | $937.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | Stock | 037833100 | $39.5M | 205,158 | 4.2% |
| iShares Intermediate Credit Bond ETF(IGIB) | ETF | 464288638 | $51.6M | 991,562 | 5.5% |
| U.S. Large-Cap ETF(SCHX) | ETF | 808524201 | $62.5M | 1,107,955 | 6.7% |
| S&P 500 Index ETF(VOO) | ETF | 922908363 | $82.4M | 188,685 | 8.8% |