Q1 2024 Holdings
Filed 2024-04-30 | 58 holdings | $167.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $5.8M | 22,204 | 3.4% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $6.0M | 119,650 | 3.6% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $6.7M | 57,449 | 4.0% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $7.0M | 76,944 | 4.1% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $7.4M | 45,443 | 4.4% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $14.5M | 125,920 | 8.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $17.4M | 33,041 | 10.3% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $43.7M | 126,984 | 26.0% |