Q1 2023 Holdings
Filed 2023-05-03 | 109 holdings | $551.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $43.9M | 970,925 | 8.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $51.3M | 124,677 | 9.3% |