Q1 2025 Holdings
Filed 2025-04-07 | 105 holdings | $295.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $13.7M | 138,487 | 4.6% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $14.6M | 39,283 | 4.9% |
| Vanguard Index FDS(VXF) | EXTEND MKT ETF | 922908652 | $22.7M | 131,551 | 7.7% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $24.6M | 406,011 | 8.3% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $30.9M | 99,996 | 10.4% |