Q3 2024 Holdings
Filed 2024-10-23 | 10 holdings | $8.7M | 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 | $3.2M | 11,372,065 | 36.8% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $2.4M | 46,095,601 | 27.9% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $998.8K | 9,862,677 | 11.4% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $769.4K | 16,080,266 | 8.8% |
| Ishares U.S. Real Estate ETF(IYR) | ETF | 464287739 | $447.0K | 4,387,956 | 5.1% |
| Ishares Gold Trust(IAU) | ETF | 464285204 | $287.4K | 5,782,790 | 3.3% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $252.2K | 1,037,738 | 2.9% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $124.3K | 215,534 | 1.4% |
| Ishares Core International Aggregate Bond ETF(IAGG) | ETF | 46435G672 | $108.4K | 2,092,315 | 1.2% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $97.7K | 884,044 | 1.1% |