Q1 2026 Holdings
Filed 2026-05-13 | 14 holdings | $850.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bo(AGG) | ETF | 464287226 | $667.7M | 6,726,030 | 78.5% |
| Vanguard S&P 500 ETF(VOO) | ETF | 922908363 | $56.3M | 94,300 | 6.6% |
| iShares Short Duration Bond Ac(NEAR) | ETF | 46431W507 | $24.9M | 490,400 | 2.9% |
| Vanguard Total International S(VXUS) | ETF | 921909768 | $18.7M | 242,510 | 2.2% |
| Vanguard Short-Term Corporate(VCSH) | ETF | 92206C409 | $13.3M | 168,364 | 1.6% |
| Vanguard Intermediate-Term Cor(VCIT) | ETF | 92206C870 | $13.3M | 160,545 | 1.6% |
| Vanguard Long-Term Corporate B(VCLT) | ETF | 92206C813 | $13.2M | 176,839 | 1.6% |
| Vanguard Total Bond Market ETF(BND) | ETF | 921937835 | $12.8M | 174,088 | 1.5% |
| Vanguard Short-Term Bond ETF(BSV) | ETF | 921937827 | $11.2M | 143,018 | 1.3% |
| Vanguard Extended Market ETF(VXF) | ETF | 922908652 | $10.5M | 50,963 | 1.2% |
| iShares S&P 500 Growth ETF(IVW) | ETF | 464287309 | $4.4M | 39,275 | 0.5% |
| iShares Tips Bond ETF(TIP) | ETF | 464287176 | $3.7M | 33,485 | 0.4% |
| Rani Therapeutics Holdings Inc(RANI) | Common Stock | 753018100 | $222.5K | 302,743 | 0.0% |
| iShares S&P 500 Value ETF(IVE) | ETF | 464287408 | $159.8K | 757 | 0.0% |