Q4 2025 Holdings
Filed 2026-01-29 | 13 holdings | $245.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $124.4M | 370,979 | 50.8% |
| Ishares TR(IEF) | 7-10 YR TRSY BD | 464287440 | $85.4M | 888,019 | 34.8% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $14.4M | 195,924 | 5.9% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $7.6M | 51,265 | 3.1% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $4.3M | 177,646 | 1.7% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $4.1M | 157,809 | 1.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $2.3M | 30,200 | 0.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $863.1K | 1,376 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $519.4K | 1,074 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $394.7K | 1,452 | 0.2% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $304.2K | 1,631 | 0.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $274.8K | 403 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $213.1K | 679 | 0.1% |