Q4 2024 Holdings
Filed 2025-01-13 | 156 holdings | $833.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(ACWX) | MSCI ACWI EX US | 464288240 | $39.5M | 757,613 | 4.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $49.8M | 171,741 | 6.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $62.8M | 122,779 | 7.5% |
| Ishares TR(IWB) | RUS 1000 ETF | 464287622 | $80.7M | 250,392 | 9.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $97.7M | 165,969 | 11.7% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $104.8M | 815,056 | 12.6% |