Q3 2024 Holdings
Filed 2024-10-16 | 58 holdings | $141.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $4.8M | 25,622 | 3.4% |
| Dimensional ETF Trust(DFAS) | US SMALL CAP ETF | 25434V500 | $6.1M | 94,325 | 4.3% |
| Apple Inc(AAPL) | COM | 037833100 | $6.6M | 28,289 | 4.7% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $7.6M | 96,637 | 5.4% |
| Dimensional ETF Trust(DFUV) | US MKTWIDE VALUE | 25434V724 | $8.8M | 211,781 | 6.2% |
| Dimensional ETF Trust(DFUS) | US EQUITY MARKET | 25434V401 | $9.1M | 146,516 | 6.4% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $10.0M | 290,998 | 7.1% |
| Dimensional ETF Trust(DFAT) | US TARGETED VLU | 25434V609 | $16.3M | 293,343 | 11.5% |