Q4 2025 Holdings
Filed 2026-01-27 | 5 holdings | $129.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFIC) | INTL CORE EQUITY | 25434V799 | $71.8M | 2,083,876 | 55.6% |
| Dimensional ETF Trust(DFEM) | EMERGING MKTS CO | 25434V732 | $32.5M | 983,777 | 25.2% |
| Dimensional ETF Trust(DISV) | INTL SMALL CAP V | 25434V781 | $17.9M | 470,135 | 13.8% |
| Scripps E W Co Ohio(SSP) | CL A NEW | 811054402 | $4.3M | 1,067,124 | 3.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.8M | 4,056 | 2.1% |