Q4 2024 Holdings
Filed 2025-01-13 | 154 holdings | $89.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Select Sector Spdr TR(XLU) | SBI INT-UTILS | 81369Y886 | $2.6M | 34,548 | 2.9% |
| Pimco ETF TR(MINT) | ENHAN SHRT MA AC | 72201R833 | $3.0M | 29,753 | 3.4% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $4.3M | 83,552 | 4.8% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $7.1M | 80,266 | 7.9% |