Q1 2024 Holdings
Filed 2024-04-18 | 108 holdings | $171.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F(JPEM) | DIV RTN EM EQT | 46641Q308 | $5.7M | 107,179 | 3.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $5.8M | 148,950 | 3.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $6.3M | 24,427 | 3.7% |
| Schwab Strategic TR(FNDE) | SCHWB FDT EMK LG | 808524730 | $6.6M | 237,604 | 3.8% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $6.9M | 134,142 | 4.0% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $8.5M | 139,716 | 5.0% |
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $10.5M | 155,751 | 6.1% |
| Schwab Strategic TR(FNDF) | SCHWB FDT INT LG | 808524755 | $11.1M | 312,353 | 6.5% |