Q2 2023 Holdings
Filed 2023-08-09 | 154 holdings | $154.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $9.6M | 142,497 | 6.2% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $10.6M | 106,112 | 6.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $18.4M | 41,243 | 11.9% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $20.1M | 384,607 | 13.0% |