Q1 2025 Holdings
Filed 2025-05-14 | 5 holdings | $74.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Parcel Service Inc(UPS) | CL B | 911312106 | $46.3M | 421,036 | 62.5% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $18.4M | 32,760 | 24.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $5.9M | 11,514 | 8.0% |
| Ishares TR(IEFA) | CORE MSCI EAFE ETF | 46432F842 | $2.4M | 31,084 | 3.2% |
| Ishares TR(IEMG) | CORE MSCI EMKT | 46434G103 | $1.1M | 19,891 | 1.4% |