Q1 2026 Holdings
Filed 2026-04-29 | 5 holdings | $122.0M | 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 | $68.1M | 1,915,823 | 55.8% |
| Dimensional ETF Trust(DFEM) | EMERGING MKTS CO | 25434V732 | $31.2M | 902,483 | 25.6% |
| Dimensional ETF Trust(DISV) | INTL SMALL CAP V | 25434V781 | $16.1M | 408,578 | 13.2% |
| Scripps E W Co Ohio(SSP) | CL A NEW | 811054402 | $4.0M | 1,067,124 | 3.3% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $2.6M | 4,056 | 2.2% |