Q3 2024 Holdings
Filed 2024-10-04 | 56 holdings | $205.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $12.1M | 45,985 | 5.9% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $13.1M | 157,968 | 6.4% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $13.7M | 106,971 | 6.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $13.8M | 23,949 | 6.7% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $16.1M | 94,985 | 7.8% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $19.2M | 255,018 | 9.3% |