Q1 2025 Holdings
Filed 2025-04-14 | 10 holdings | $9.0M | 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 | $3.1M | 11,457,212 | 35.0% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $2.5M | 49,789,539 | 28.2% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $1.0M | 10,341,692 | 11.4% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $761.4K | 16,822,932 | 8.5% |
| Ishares U.S. Real Estate ETF(IYR) | ETF | 464287739 | $449.7K | 4,696,857 | 5.0% |
| Ishares Gold Trust(IAU) | ETF | 464285204 | $356.7K | 6,049,600 | 4.0% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $253.8K | 880,806 | 2.8% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $203.7K | 362,456 | 2.3% |
| Ishares Core International Aggregate Bond ETF(IAGG) | ETF | 46435G672 | $170.4K | 3,408,794 | 1.9% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $88.6K | 797,453 | 1.0% |