Q4 2023 Holdings
Filed 2024-02-02 | 6 holdings | $114.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares(IWR) | ISHARES RUSSELL MID-CAP ETF | 464287499 | $54.6M | 702,067 | 47.8% |
| Ishares(IVV) | ISHARES CORE S&P 500 ETF | 464287200 | $30.1M | 63,011 | 26.4% |
| Ishares(AGG) | ISHARES CORE U.S. AGGREGATE BOND ETF | 464287226 | $14.6M | 146,850 | 12.8% |
| Ishares(USMV) | ISHARES MSCI USA MIN VOL FACTOR ETF | 46429B697 | $7.1M | 90,984 | 6.2% |
| Ishares(EEM) | ISHARES MSCI EMERGING MARKETS ETF | 464287234 | $4.0M | 99,782 | 3.5% |
| Vanguard(VTV) | VANGUARD VALUE ETF | 922908744 | $3.7M | 25,075 | 3.3% |