Q1 2025 Holdings
Filed 2025-04-15 | 205 holdings | $259.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $7.2M | 90,707 | 2.8% |
| Microsoft Corp(MSFT) | COM | 594918104 | $7.3M | 19,322 | 2.8% |
| Apple Inc(AAPL) | COM | 037833100 | $8.5M | 38,248 | 3.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $9.0M | 15,934 | 3.5% |
| Ishares TR(IUSB) | CORE TOTAL USD | 46434V613 | $11.8M | 255,435 | 4.5% |