Q1 2025 Holdings
Filed 2025-05-09 | 154 holdings | $514.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $13.0M | 249,004 | 2.5% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $15.9M | 83,625 | 3.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $25.4M | 1,151,312 | 4.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $113.1M | 301,259 | 22.0% |