Q3 2024 Holdings
Filed 2024-10-23 | 109 holdings | $610.2M | 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 | $16.1M | 61,058 | 2.6% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $16.4M | 286,431 | 2.7% |
| American Centy ETF TR(AVDE) | INTL EQT ETF | 025072703 | $20.2M | 301,105 | 3.3% |
| American Centy ETF TR(AVUV) | US SML CP VALU | 025072877 | $20.4M | 212,752 | 3.3% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $25.0M | 113,055 | 4.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $29.7M | 380,877 | 4.9% |
| American Centy ETF TR(AVEM) | AVANTIS EMGMKT | 025072604 | $34.8M | 539,364 | 5.7% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $70.3M | 1,128,257 | 11.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $218.7M | 379,118 | 35.8% |