Q1 2026 Holdings
Filed 2026-04-14 | 255 holdings | $665.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFSD) | SHORT DURATION F | 25434V864 | $26.6M | 554,913 | 4.0% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $27.3M | 546,717 | 4.1% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $51.6M | 1,326,887 | 7.8% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $53.8M | 377,533 | 8.1% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $61.9M | 1,039,280 | 9.3% |