Q1 2025 Holdings
Filed 2025-05-14 | 15 holdings | $212.3M | 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 | $104.2M | 379,212 | 49.1% |
| Ishares TR(IEF) | 7-10 YR TRSY BD | 464287440 | $75.2M | 788,697 | 35.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $12.0M | 198,329 | 5.7% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $6.9M | 56,391 | 3.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $3.5M | 177,646 | 1.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $3.0M | 140,625 | 1.4% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $2.2M | 34,638 | 1.0% |
| BOK Finl Corp(BOKF) | COM NEW | 05561Q201 | $1.2M | 11,769 | 0.6% |
| Fifth Third Bancorp(FITB) | COM | 316773100 | $986.4K | 25,162 | 0.5% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $705.1K | 1,372 | 0.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $637.4K | 5,881 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $582.4K | 2,622 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $518.4K | 1,381 | 0.2% |
| Wesbanco Inc(WSBC) | COM | 950810101 | $344.8K | 11,138 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $225.4K | 403 | 0.1% |