Q1 2023 Holdings
Filed 2023-04-18 | 105 holdings | $177.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF(VIG) | ETF | 921908844 | $7.3M | 47,531 | 4.1% |
| Apple Inc(AAPL) | Stock | 037833100 | $7.8M | 47,002 | 4.4% |
| Ishares 0-3 Month Treasury Bond ETF(SGOV) | ETF | 46436E718 | $14.4M | 142,713 | 8.1% |
| Ishares 1-3 YR Treasury Bond ETF(SHY) | ETF | 464287457 | $27.0M | 328,179 | 15.2% |
| Spdr Bloomberg 1-3 Month T-Bill ETF(BIL) | ETF | 78468R663 | $47.1M | 512,783 | 26.6% |