Q2 2024 Holdings
Filed 2024-07-12 | 104 holdings | $283.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $20.3M | 321,840 | 7.2% |
| Apple Inc(AAPL) | COM | 037833100 | $22.3M | 102,800 | 7.9% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $24.2M | 204,665 | 8.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $69.2M | 258,224 | 24.4% |