Q1 2022 Holdings
Filed 2025-09-24 | 11 holdings | $195.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $64.4M | 809,117 | 32.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $53.4M | 234,635 | 27.3% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $29.7M | 497,967 | 15.2% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $27.1M | 516,325 | 13.8% |
| Vanguard Wellington FD(VFVA) | US VALUE FACTR | 921935805 | $19.0M | 177,896 | 9.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $611.2K | 1,982 | 0.3% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $536.1K | 18,234 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $305.6K | 866 | 0.2% |
| Chevron Corp New(CVX) | COM | 166764100 | $263.3K | 1,617 | 0.1% |
| APA Corporation(APA) | COM | 03743Q108 | $238.1K | 5,762 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $237.4K | 1,358 | 0.1% |