Q1 2024 Holdings
Filed 2024-05-08 | 153 holdings | $203.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $9.4M | 51,706 | 4.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $12.3M | 23,385 | 6.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $13.3M | 25,412 | 6.5% |