Q1 2023 Holdings
Filed 2023-05-08 | 59 holdings | $259.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $7.3M | 23,495 | 2.8% |
| Invesco Exch Traded FD TR II(PXF) | FTSE RAFI DEV | 46138E743 | $8.0M | 180,676 | 3.1% |
| Invesco Exchange Traded FD T(PRF) | FTSE RAFI 1000 | 46137V613 | $8.8M | 56,081 | 3.4% |
| Schwab Strategic TR(FNDA) | SCHWAB FDT US SC | 808524763 | $17.0M | 349,898 | 6.6% |
| Matthews Asia FDS(MINV) | ASIA INNOV ACTIV | 577125826 | $18.6M | 751,002 | 7.2% |
| Apple Inc(AAPL) | COM | 037833100 | $21.4M | 130,026 | 8.3% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $23.1M | 739,831 | 8.9% |
| Ishares TR(ICLN) | GL CLEAN ENE ETF | 464288224 | $25.8M | 1,304,986 | 9.9% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $27.7M | 503,707 | 10.7% |