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Tri-Star Advisors Inc.

Q3 2022 Holdings

Filed 2022-10-12 | 55 holdings | $196.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(EFV)EAFE VALUE ETF464288877$9.1K232,4524.6%
Ishares TR(ESGU)ESG AWR MSCI USA46435G425$24.9K308,37712.6%
Vanguard Scottsdale FDS(VGIT)INTER TERM TREAS92206C706$25.3K435,71212.9%
Ishares TR(AGG)CORE US AGGBD ET464287226$28.3K295,00014.4%
Ishares TR(IVV)CORE S&P500 ETF464287200$39.6K108,82420.2%
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