Q2 2024 Holdings
Filed 2024-08-01 | 59 holdings | $193.8M | 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 | $5.9M | 21,957 | 3.0% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $6.5M | 73,960 | 3.4% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $6.7M | 137,166 | 3.4% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $6.9M | 42,928 | 3.6% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $7.8M | 61,569 | 4.1% |
| Union PAC Corp(UNP) | COM | 907818108 | $10.0M | 44,117 | 5.2% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $14.7M | 123,857 | 7.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $20.8M | 37,981 | 10.7% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $53.7M | 143,528 | 27.7% |