Q4 2024 Holdings
Filed 2025-02-07 | 104 holdings | $288.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Centy ETF TR(AVUS) | US EQT ETF | 025072885 | $17.7M | 182,449 | 6.1% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $22.6M | 471,866 | 7.8% |
| J P Morgan Exchange Traded F(JQUA) | US QUALTY FCTR | 46641Q761 | $25.0M | 436,991 | 8.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $45.6M | 157,184 | 15.8% |