Q2 2023 Holdings
Filed 2023-07-13 | 256 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $79.4M | 303,801 | 6.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $87.1M | 873,750 | 6.8% |
| Vanguard Tax-Managed FD(VEA) | FTSE DEV MKT ETF | 921943858 | $111.1M | 2,404,835 | 8.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $127.8M | 1,757,564 | 10.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $219.6M | 539,269 | 17.2% |