Q1 2023 Holdings
Filed 2023-05-04 | 61 holdings | $309.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Sh-Term Inf(VTIP) | Common | 922020805 | $9.9M | 207,770 | 3.2% |
| iShares Russell Midcap Growth(IWP) | Common | 464287481 | $10.2M | 112,045 | 3.3% |
| Vanguard Mid Cap(VO) | Common | 922908629 | $14.6M | 69,220 | 4.7% |
| Vanguard Ftse Developed Mkts(VEA) | Common | 921943858 | $14.8M | 328,549 | 4.8% |
| Vanguard Value(VTV) | Common | 922908744 | $15.1M | 109,645 | 4.9% |
| Vanguard Div Appreciation(VIG) | Common | 921908844 | $17.4M | 113,118 | 5.6% |
| Vanguard Growth(VUG) | Common | 922908736 | $18.0M | 72,216 | 5.8% |
| Schwab US Div Equity Etf(SCHD) | Common | 808524797 | $18.1M | 248,014 | 5.9% |
| iShares Tr Russell 1000 Growth(IWF) | Common | 464287614 | $20.6M | 84,302 | 6.7% |
| Vanguard Small Cap(VB) | Common | 922908751 | $23.4M | 123,480 | 7.6% |
| Berkshire Hathaway Cl B(BRK/B) | Class B | 084670702 | $25.7M | 83,298 | 8.3% |