Q1 2025 Holdings
Filed 2025-09-24 | 10 holdings | $196.7M | 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 | $74.2M | 1,010,153 | 37.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $30.6M | 492,379 | 15.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $24.8M | 90,146 | 12.6% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $24.5M | 501,418 | 12.4% |
| Vanguard Wellington FD(VFVA) | US VALUE FACTR | 921935805 | $22.3M | 195,661 | 11.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $18.2M | 81,875 | 9.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $762.2K | 2,031 | 0.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $605.2K | 1,136 | 0.3% |
| BP PLC(BP) | SPONSORED ADR | 055622104 | $517.5K | 15,313 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $306.7K | 1,380 | 0.2% |