Q1 2026 Holdings
Filed 2026-05-14 | 154 holdings | $186.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard S&P 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $17.5M | 29,270 | 9.4% |
| Intuit Com(INTU) | COM | 461202103 | $17.7M | 40,956 | 9.5% |
| Vanguard Ftse Developed Markets ETF(VEA) | VAN FTSE DEV MKT | 921943858 | $17.8M | 277,967 | 9.6% |
| Vanguard Total US Stock Market ETF(VTI) | TOTAL STK MKT | 922908769 | $56.4M | 175,669 | 30.3% |