Q1 2023 Holdings
Filed 2023-05-08 | 184 holdings | $320.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Univest Financial Corporatio(UVSP) | COM | 915271100 | $11.8M | 495,821 | 3.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $12.4M | 42,858 | 3.9% |
| Apple Inc(AAPL) | COM | 037833100 | $12.5M | 75,638 | 3.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $21.2M | 56,411 | 6.6% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $41.7M | 755,267 | 13.0% |