Q2 2025 Holdings
Filed 2025-08-14 | 553 holdings | $1.4B | 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 | $48.4M | 1,825,823 | 3.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $54.1M | 1,851,661 | 3.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $56.2M | 185,069 | 4.1% |