Q2 2023 Holdings
Filed 2023-07-20 | 54 holdings | $27.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $1.2M | 3,428 | 4.3% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $1.2M | 26,025 | 4.4% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $1.5M | 42,426 | 5.5% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $1.5M | 29,605 | 5.6% |