Q1 2024 Holdings
Filed 2024-05-14 | 257 holdings | $1.2B | 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 | $23.3M | 89,652 | 1.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $35.5M | 84,476 | 2.8% |
| Apple Inc(AAPL) | COM | 037833100 | $35.8M | 208,723 | 2.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $36.4M | 75,660 | 2.9% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $96.4M | 648,802 | 7.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $97.4M | 185,227 | 7.8% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $497.1M | 950,313 | 39.8% |