Q4 2024 Holdings
Filed 2025-02-03 | 54 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(EFIV) | S&P 500 ESG ETF | 78468R531 | $12.0K | 212,603 | 0.7% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $200.0K | 1,128 | 12.3% |
| Apple Inc(AAPL) | COM | 037833100 | $629.0K | 2,513 | 38.7% |
| Abrdn Precious Metals Basket(GLTR) | PHYSCL PRECS MET | 003263100 | $644.0K | 5,861 | 39.6% |