Q2 2024 Holdings
Filed 2024-08-06 | 859 holdings | $2.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $35.9M | 195,889 | 1.5% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $49.2M | 780,253 | 2.0% |
| ELI Lilly & Co(LLY) | COM | 532457108 | $54.1M | 59,708 | 2.2% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $87.1M | 172,840 | 3.5% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $88.7M | 718,328 | 3.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $89.0M | 177,398 | 3.6% |
| Apple Inc(AAPL) | COM | 037833100 | $89.4M | 424,428 | 3.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $100.6M | 224,949 | 4.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $218.5M | 813,751 | 8.9% |