Q4 2025 Holdings
Filed 2026-01-15 | 10 holdings | $11.3M | 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 | $4.2M | 12,394,779 | 36.7% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $3.1M | 49,538,873 | 27.3% |
| Ishares Core U.S. Aggregate Bond ETF(AGG) | ETF | 464287226 | $1.1M | 11,159,114 | 9.8% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $852.5K | 15,857,145 | 7.5% |
| Ishares Gold Trust(IAU) | ETF | 464285204 | $575.4K | 7,089,248 | 5.1% |
| Ishares U.S. Real Estate ETF(IYR) | ETF | 464287739 | $548.2K | 5,838,937 | 4.8% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $385.8K | 563,199 | 3.4% |
| Spdr Gold Shares(GLD) | ETF | 78463V107 | $260.6K | 657,586 | 2.3% |
| Ishares Core International Aggregate Bond ETF(IAGG) | ETF | 46435G672 | $252.4K | 5,046,330 | 2.2% |
| Ishares Tips Bond ETF(TIP) | ETF | 464287176 | $76.1K | 692,532 | 0.7% |