Q1 2026 Holdings
Filed 2026-04-22 | 12 holdings | $247.9M | 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 | $124.5M | 388,171 | 50.2% |
| Ishares TR(IEF) | 7-10 YR TRSY BD | 464287440 | $88.3M | 925,015 | 35.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $15.1M | 200,400 | 6.1% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $7.2M | 50,794 | 2.9% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $4.4M | 177,646 | 1.8% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $3.9M | 155,123 | 1.6% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $2.3M | 30,123 | 0.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $828.9K | 1,387 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $397.6K | 1,074 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $368.5K | 1,452 | 0.1% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $284.4K | 1,631 | 0.1% |
| State STR Spdr S&P 500 ETF T(SPY) | TR UNIT | 78462F103 | $262.1K | 403 | 0.1% |