Q3 2024 Holdings
Filed 2024-10-09 | 104 holdings | $197.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $8.1M | 97,911 | 4.1% |
| SSgA Active ETF TR(ULST) | ULT SHT TRM BD | 78467V707 | $9.5M | 232,258 | 4.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $11.0M | 19,097 | 5.5% |
| Apple Inc(AAPL) | COM | 037833100 | $16.7M | 71,551 | 8.4% |