Q3 2024 Holdings
Filed 2024-11-07 | 107 holdings | $154.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $5.5M | 102,373 | 3.6% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $5.6M | 28,438 | 3.7% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $5.7M | 108,854 | 3.7% |
| Ishares Inc(EMXC) | MSCI EMRG CHN | 46434G764 | $6.4M | 103,988 | 4.1% |
| Doubleline ETF Trust(DBND) | OPPORTUNISTIC BD | 25861R105 | $7.9M | 165,809 | 5.1% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $11.8M | 149,346 | 7.6% |
| Vanguard BD Index FDS(VUSB) | VANGUARD ULTRA | 92203C303 | $17.7M | 353,995 | 11.5% |