Q3 2024 Holdings
Filed 2024-10-07 | 104 holdings | $315.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFAX) | WORLD EX US CORE | 25434V880 | $16.4M | 607,884 | 5.2% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $17.4M | 45,438 | 5.5% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $19.3M | 231,201 | 6.1% |
| Ishares TR(ISTB) | CORE 1 5 YR USD | 46432F859 | $36.3M | $744,693 | 11.5% |