Q3 2024 Holdings
Filed 2024-11-07 | 103 holdings | $284.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $20.3M | 383,950 | 7.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $33.3M | 175,393 | 11.7% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $46.0M | 453,799 | 16.1% |