Q1 2024 Holdings
Filed 2024-04-09 | 57 holdings | $334.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFSU) | US SUSTAINABILTY | 25434V716 | $10.7M | 310,358 | 3.2% |
| Ishares TR(STIP) | 0-5 YR TIPS ETF | 46429B747 | $11.2M | 112,638 | 3.3% |
| Apple Inc(AAPL) | COM | 037833100 | $14.9M | 87,143 | 4.5% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $17.5M | 179,043 | 5.2% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $45.9M | 109,197 | 13.7% |
| Dimensional ETF Trust(DFAX) | WORLD EX US CORE | 25434V880 | $54.4M | 2,138,210 | 16.2% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $89.1M | 2,787,990 | 26.6% |