Q1 2024 Holdings
Filed 2024-05-07 | 156 holdings | $141.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Home Depot Incorporated(HD) | COM | 437076102 | $3.1M | 8,164 | 2.2% |
| American Tower Corporation New REIT(AMT) | COM | 03027X100 | $3.3M | 16,587 | 2.3% |
| Amazon COM Incorporated(AMZN) | COM | 023135106 | $3.8M | 21,076 | 2.7% |
| ELI Lilly & Company(LLY) | COM | 532457108 | $3.8M | 4,926 | 2.7% |
| Vanguard Total Stock Market ETF(VTI) | COM | 922908769 | $8.4M | 32,472 | 6.0% |
| Ishares TR PFD and Incm SEC(PFF) | COM | 464288687 | $9.0M | 280,733 | 6.4% |