Q2 2025 Holdings
Filed 2025-08-14 | 4 holdings | $50.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $28.4M | 93,326 | 56.6% |
| Vanguard Tax-Managed FDS(VEA) | FTSE DEV MKT ETF | 921943858 | $12.3M | 214,948 | 24.5% |
| Blackrock, Inc. | iShares Core International Aggregate Bond ETF | US46435G6 | $5.2M | 102,530 | 10.5% |
| Blackrock, Inc. | iShares Core U.S Aggregate Bond ETF | US4642872 | $4.2M | 42,626 | 8.4% |