Q1 2024 Holdings
Filed 2024-05-01 | 354 holdings | $931.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard High Div Yield ETF(VYM) | ETF | 921946406 | $33.0M | 272,359 | 3.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $37.7M | 89,606 | 4.0% |
| iShares Msci USA Quality(QUAL) | ETF | 46432F339 | $39.4M | 239,778 | 4.2% |
| Apple Inc(AAPL) | COM | 037833100 | $40.1M | 234,022 | 4.3% |