Q3 2024 Holdings
Filed 2024-10-23 | 103 holdings | $403.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFAR) | US REAL ESTATE E | 25434V823 | $49.4M | 1,925,673 | 12.2% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $61.9M | 1,171,753 | 15.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $67.2M | 127,318 | 16.6% |