Q3 2023 Holdings
Filed 2023-11-06 | 57 holdings | $117.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $6.9M | 25,357 | 5.9% |
| Vanguard World FD(MGV) | MEGA CAP VAL ETF | 921910840 | $7.7M | 75,559 | 6.5% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $8.0M | 35,290 | 6.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $8.1M | 58,716 | 6.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $8.2M | 43,384 | 7.0% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $8.8M | 278,843 | 7.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $11.5M | 55,305 | 9.8% |