Q4 2024 Holdings
Filed 2025-01-24 | 108 holdings | $697.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $17.2M | 149,464 | 2.5% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $18.4M | 294,978 | 2.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $18.9M | 44,889 | 2.7% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $20.0M | 83,219 | 2.9% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $20.1M | 76,078 | 2.9% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $24.4M | 181,868 | 3.5% |
| Apple Inc(AAPL) | COM | 037833100 | $29.4M | 117,315 | 4.2% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $30.7M | 161,974 | 4.4% |