Q1 2025 Holdings
Filed 2025-05-08 | 258 holdings | $280.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $7.7M | 37,343 | 2.8% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $10.1M | 128,121 | 3.6% |
| Apple Inc(AAPL) | COM | 037833100 | $10.6M | 47,519 | 3.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $10.9M | 28,909 | 3.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $16.0M | 161,256 | 5.7% |