Q2 2025 Holdings
Filed 2025-07-18 | 10 holdings | $9.9M | 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 | $3.8M | 12,352,859 | 37.8% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $2.8M | 48,247,711 | 27.7% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $993.3K | 10,013,370 | 10.0% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $774.2K | 15,653,250 | 7.8% |
| Ishares U.S. Real Estate ETF(IYR) | ETF | 464287739 | $463.9K | 4,895,086 | 4.7% |
| Ishares Gold Trust(IAU) | ETF | 464285204 | $409.8K | 6,571,130 | 4.1% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $267.3K | 430,497 | 2.7% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $237.1K | 777,717 | 2.4% |
| Ishares Core International Aggregate Bond ETF(IAGG) | ETF | 46435G672 | $194.0K | 3,796,589 | 2.0% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $84.1K | 764,530 | 0.8% |