Q3 2024 Holdings
Filed 2024-11-14 | 152 holdings | $191.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $10.1M | 119,948 | 5.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $10.9M | 18,985 | 5.7% |