Q1 2025 Holdings
Filed 2025-04-17 | 61 holdings | $110.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $2.4M | 29,664 | 2.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $2.4M | 10,950 | 2.2% |
| Spdr Index SHS FDS(SPDW) | PORTFOLIO DEVLPD | 78463X889 | $3.2M | 87,061 | 2.9% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $4.1M | 38,673 | 3.7% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $4.3M | 92,832 | 3.9% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $4.5M | 83,229 | 4.1% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $4.7M | 92,413 | 4.3% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $5.9M | 55,833 | 5.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $7.7M | 27,959 | 7.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $9.2M | 121,729 | 8.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $22.7M | 186,237 | 20.6% |