Q4 2024 Holdings
Filed 2025-02-06 | 10 holdings | $8.6M | 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 | 11,111,500 | 37.4% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $2.4M | 49,426,996 | 27.5% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $975.8K | 10,070,637 | 11.3% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $711.9K | 16,165,516 | 8.3% |
| Ishares U.S. Real Estate ETF(IYR) | ETF | 464287739 | $414.7K | 4,456,004 | 4.8% |
| Ishares Gold Trust(IAU) | ETF | 464285204 | $293.3K | 5,924,001 | 3.4% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $238.0K | 982,798 | 2.8% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $166.9K | 283,584 | 1.9% |
| Ishares Core International Aggregate Bond ETF(IAGG) | ETF | 46435G672 | $127.7K | 2,557,308 | 1.5% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $89.7K | 841,524 | 1.0% |