Q2 2024 Holdings
Filed 2024-07-30 | 106 holdings | $246.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFIV) | INTERNATNAL VAL | 25434V807 | $9.3M | 258,298 | 3.8% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $14.1M | 159,757 | 5.7% |
| Ishares TR(IJT) | S&P SML 600 GWT | 464287887 | $14.1M | 109,915 | 5.7% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $14.5M | 329,362 | 5.9% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $14.6M | 157,541 | 5.9% |
| Ishares TR(IJJ) | S&P MC 400VL ETF | 464287705 | $15.0M | 131,801 | 6.1% |