Q2 2025 Holdings
Filed 2025-07-14 | 157 holdings | $320.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $4.3M | 14,105 | 1.3% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $4.9M | 17,591 | 1.5% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $6.3M | 110,033 | 2.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.4M | 40,524 | 2.0% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $7.8M | 30,613 | 2.4% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $9.0M | 29,614 | 2.8% |
| Walmart Inc(WMT) | COM | 931142103 | $139.2M | 1,423,100 | 43.4% |