Q4 2024 Holdings
Filed 2025-01-13 | 256 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | COM | 922908363 | $54.7M | 101,551 | 4.2% |
| Apple Inc(AAPL) | COM | 037833100 | $70.7M | 282,484 | 5.4% |
| Ishares TR(QUAL) | COM | 46432F339 | $71.0M | 398,770 | 5.4% |
| Ishares TR(IEFA) | COM | 46432F842 | $77.5M | 1,102,272 | 5.9% |
| Schwab Strategic TR(SCHM) | COM | 808524508 | $92.7M | 3,345,175 | 7.1% |
| Ishares TR(IVV) | COM | 464287200 | $269.4M | 457,672 | 20.6% |