Q3 2023 Holdings
Filed 2023-10-13 | 106 holdings | $104.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $3.4M | 18,114 | 3.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $3.4M | 45,575 | 3.3% |
| Spdr S&P Midcap 400 ETF TR(MDY) | UTSER1 S&PDCRP | 78467Y107 | $3.5M | 7,650 | 3.3% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $3.8M | 40,306 | 3.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.6M | 88,179 | 4.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $8.1M | 38,065 | 7.7% |