Q4 2024 Holdings
Filed 2025-01-23 | 201 holdings | $717.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walmart Inc(WMT) | COM | 931142103 | $16.8M | 186,494 | 2.3% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $18.2M | 78,325 | 2.5% |
| JPMorgan Chase & Co.(JPM) | COM | 46625H100 | $22.9M | 95,487 | 3.2% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $23.7M | 185,903 | 3.3% |
| Apple Inc(AAPL) | COM | 037833100 | $25.5M | 101,837 | 3.6% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $40.1M | 74,364 | 5.6% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $46.1M | 792,209 | 6.4% |