Q4 2022 Holdings
Filed 2023-02-10 | 13 holdings | $7.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Principal Financial Group in(PFG) | COM | 74251V102 | $1.2M | 14,005 | 15.9% |
| Vaneck ETF Trust(SMH) | SEMICONDUCTR ETF | 92189F676 | $1.0M | 5,000 | 13.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $705.2K | 2,007 | 9.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $623.5K | 2,600 | 8.4% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $621.8K | 8,000 | 8.4% |
| Ishares Inc(EWS) | MSCI SINGPOR ETF | 46434G780 | $606.8K | 32,260 | 8.2% |
| Sysco Corp(SYY) | COM | 871829107 | $489.3K | 6,400 | 6.6% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $431.5K | 2,351 | 5.8% |
| Vanguard Intl Equity Index F(VSS) | FTSE SMCAP ETF | 922042718 | $428.5K | 4,167 | 5.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $390.5K | 7,788 | 5.3% |
| Ishares Inc(EWY) | MSCI STH KOR ETF | 464286772 | $332.8K | 5,892 | 4.5% |
| Schwab Charles Corp(SCHW) | COM | 808513105 | $305.0K | 3,664 | 4.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $260.4K | 6,429 | 3.5% |