Q2 2025 Holdings
Filed 2025-07-25 | 54 holdings | $425.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $46.7M | 167,059 | 11.0% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $48.8M | 855,776 | 11.5% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $50.4M | 2,278,495 | 11.8% |
| Goldman Sachs ETF TR(GSLC) | ACTIVEBETA US LG | 381430503 | $79.1M | 651,531 | 18.6% |