Q2 2024 Holdings
Filed 2024-07-19 | 56 holdings | $131.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $6.0M | 28,309 | 4.5% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $7.0M | 91,217 | 5.3% |
| Dimensional ETF Trust(DFUV) | US MKTWIDE VALUE | 25434V724 | $8.6M | 217,838 | 6.5% |
| Dimensional ETF Trust(DFUS) | US EQUITY ETF | 25434V401 | $8.6M | 146,816 | 6.6% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $9.4M | 292,146 | 7.2% |
| Dimensional ETF Trust(DFAT) | US TARGETED VLU | 25434V609 | $15.3M | 295,781 | 11.7% |