Q2 2024 Holdings
Filed 2024-08-05 | 200 holdings | $472.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $42.4M | 858,701 | 9.0% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $51.3M | 633,028 | 10.9% |