Q2 2024 Holdings
Filed 2024-08-08 | 255 holdings | $362.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $11.0M | 57,097 | 3.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $12.7M | 28,474 | 3.5% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $13.9M | 173,313 | 3.8% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $16.0M | 492,069 | 4.4% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $16.6M | 170,575 | 4.6% |