Q2 2021 Holdings
Filed 2024-09-10 | 154 holdings | $418.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brown & Brown Inc(BRO) | COM | 115236101 | $21.1M | 396,516 | 5.0% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $23.3M | 316,955 | 5.6% |
| Ishares TR(QUAL) | MSCI USA QLT FCT | 46432F339 | $25.1M | 188,683 | 6.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $30.6M | 265,494 | 7.3% |