Q1 2023 Holdings
Filed 2023-05-12 | 62 holdings | $140.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $2.6M | 34,733 | 1.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.7M | 13,172 | 1.9% |
| Dimensional ETF Trust(DFIV) | INTERNATNAL VAL | 25434V807 | $2.7M | 83,988 | 1.9% |
| Dimensional ETF Trust(DFAR) | US REAL ESTATE E | 25434V823 | $2.8M | 130,415 | 2.0% |
| Dimensional ETF Trust(DFSD) | SHORT DURATION F | 25434V864 | $3.8M | 81,888 | 2.7% |
| Dimensional ETF Trust(DFSV) | US SMALL CAP VAL | 25434V815 | $4.1M | 162,957 | 2.9% |
| Dimensional ETF Trust(DFUV) | US MKTWIDE VALUE | 25434V724 | $5.3M | 157,385 | 3.8% |
| Dimensional ETF Trust(DFAE) | EMGR CRE EQT MNG | 25434V302 | $9.7M | 419,652 | 6.9% |
| Dimensional ETF Trust(DFCF) | CORE FIXED INCOM | 25434V872 | $10.7M | 251,152 | 7.6% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $18.2M | 713,849 | 13.0% |
| Dimensional ETF Trust(DFUS) | US EQUITY ETF | 25434V401 | $19.0M | 427,376 | 13.5% |
| Dimensional ETF Trust(DFAI) | INTL CORE EQT MK | 25434V203 | $20.5M | 761,611 | 14.6% |