Q1 2024 Holdings
Filed 2024-04-04 | 153 holdings | $114.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares Core Dividend Growth ETF(DGRO) | ETF | 46434V621 | $12.1M | 207,774 | 10.5% |
| Ishares 0-3 Month Treasury Bond ETF(SGOV) | ETF | 46436E718 | $15.8M | 156,734 | 13.8% |
| Ishares Core S&P 500 ETF(IVV) | ETF | 464287200 | $49.1M | 93,371 | 42.9% |