Q1 2021 Holdings
Filed 2024-03-07 | 107 holdings | $167.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $2.2M | 45,694 | 1.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.9M | 14,040 | 1.7% |
| Apple Inc(AAPL) | COM | 037833100 | $3.0M | 24,283 | 1.8% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $3.0M | 18,728 | 1.8% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $4.0M | 18,504 | 2.4% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $4.0M | 34,761 | 2.4% |
| Walmart Inc(WMT) | COM | 931142103 | $89.8M | 660,825 | 53.5% |