Q4 2023 Holdings
Filed 2024-01-29 | 10 holdings | $6.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF(VTI) | ETF | 922908769 | $2.5M | 10,583,798 | 36.4% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $1.9M | 40,170,244 | 27.9% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $899.9K | 9,067,389 | 13.0% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $646.3K | 15,726,198 | 9.4% |
| Ishares U.S. Real Estate ETF(IYR) | ETF | 464287739 | $357.4K | 3,910,049 | 5.2% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $264.3K | 1,382,368 | 3.8% |
| Ishares Gold Trust(IAU) | ETF | 464285204 | $172.3K | 4,414,668 | 2.5% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $121.3K | 1,128,413 | 1.8% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $9 | 19 | 0.0% |
| Ishares Core International Aggregate Bond ETF(IAGG) | ETF | 46435G672 | $6 | 130 | 0.0% |