Q4 2022 Holdings
Filed 2023-01-13 | 53 holdings | $277.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFUS) | US EQUITY ETF | 25434V401 | $28.7M | 739,961 | 10.3% |
| Pathward Financial Inc(CASH) | COM | 59100U108 | $29.7M | 0 | 10.7% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $96.1M | 4,321,709 | 34.6% |