Q1 2023 Holdings
Filed 2023-05-11 | 11 holdings | $99.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $33.4M | 163,404 | 33.6% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $17.7M | 302,261 | 17.8% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $10.3M | 138,915 | 10.3% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $9.9M | 159,048 | 9.9% |
| J P Morgan Exchange Traded F(JPST) | ULTRA SHRT INC | 46641Q837 | $9.6M | 191,126 | 9.7% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $6.3M | 16,343 | 6.3% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $5.9M | 71,241 | 6.0% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $5.1M | 52,467 | 5.1% |
| Apple Inc(AAPL) | COM | 037833100 | $707.4K | 4,290 | 0.7% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $259.9K | 550 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $236.4K | 820 | 0.2% |