Q2 2023 Holdings
Filed 2023-07-18 | 141 holdings | $157.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Visa Inc(V) | Common Stock | 92826C839 | $3.1M | 12,852 | 1.9% |
| Avantis US Small Cap Value ETF(AVUV) | Exchange Traded Fund | 025072877 | $3.3M | 42,270 | 2.1% |
| Apple Computer Inc(AAPL) | Common Stock | 037833100 | $3.9M | 19,894 | 2.5% |
| Berkshire Hathaway Inc Class B(BRK/B) | Common Stock | 084670702 | $3.9M | 11,333 | 2.5% |
| Dimensional US Marketwide Value ETF(DFUV) | Exchange Traded Fund | 25434V724 | $4.7M | 135,111 | 3.0% |
| iShares Core Msci International(IDEV) | Exchange Traded Fund | 46435G326 | $5.4M | 88,549 | 3.4% |
| Avantis International Equity ETF(AVDE) | Exchange Traded Fund | 025072703 | $6.4M | 111,566 | 4.1% |
| Dimensional World EX US Core Equity 2 ETF(DFAX) | Exchange Traded Fund | 25434V880 | $7.3M | 313,096 | 4.6% |
| Vanguard 500 Index Fund ETF(VOO) | Exchange Traded Fund | 922908363 | $8.0M | 19,754 | 5.1% |
| Vanguard Long-Term Corporate Index Fund ETF(VCLT) | Fixed Income ETF | 92206C813 | $8.2M | 104,263 | 5.2% |
| Vanguard Intermediate-Term Corp(VCIT) | Fixed Income ETF | 92206C870 | $25.1M | 317,634 | 15.9% |