Q2 2024 Holdings
Filed 2024-07-09 | 256 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | COM | 922908363 | $52.8M | 105,567 | 4.4% |
| Ishares TR(QUAL) | COM | 46432F339 | $55.9M | 327,435 | 4.6% |
| Apple Inc(AAPL) | COM | 037833100 | $61.0M | 289,507 | 5.0% |
| Ishares TR(IEFA) | COM | 46432F842 | $75.3M | 1,036,329 | 6.2% |
| Schwab Strategic TR(SCHM) | COM | 808524508 | $79.7M | 1,024,471 | 6.6% |
| Ishares TR(IVV) | COM | 464287200 | $228.8M | 418,150 | 18.9% |