Q2 2023 Holdings
Filed 2023-08-10 | 107 holdings | $108.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $3.0M | 8,910 | 2.8% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.4M | 45,362 | 3.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.5M | 17,794 | 3.3% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $3.6M | 7,490 | 3.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.9M | 39,339 | 3.5% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.5M | 82,482 | 4.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.4M | 37,922 | 7.7% |