Q1 2024 Holdings
Filed 2024-04-18 | 52 holdings | $328.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $40.7M | 511,249 | 12.4% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $63.4M | 132,752 | 19.3% |