Q1 2024 Holdings
Filed 2024-04-18 | 105 holdings | $280.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $8.4M | 100,559 | 3.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $8.5M | 185,735 | 3.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $9.8M | 18,730 | 3.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $23.4M | 600,126 | 8.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $58.8M | 226,077 | 21.0% |