Q3 2024 Holdings
Filed 2024-10-09 | 52 holdings | $352.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $47.0M | 556,024 | 13.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $69.6M | 131,916 | 19.7% |