Q1 2024 Holdings
Filed 2024-05-09 | 52 holdings | $246.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(FNDX) | SCHWAB FDT US LG | 808524771 | $43.9M | 651,669 | 17.8% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $49.3M | 674,343 | 20.0% |