Q2 2023 Holdings
Filed 2025-09-24 | 7 holdings | $181.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $75.9M | 344,712 | 41.8% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $72.9M | 1,002,728 | 40.1% |
| Vanguard Wellington FD(VFVA) | US VALUE FACTR | 921935805 | $31.1M | 312,309 | 17.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $683.1K | 2,006 | 0.4% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $546.5K | 15,487 | 0.3% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $344.5K | 1,010 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $265.6K | 1,370 | 0.1% |