Q1 2023 Holdings
Filed 2023-04-25 | 204 holdings | $222.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(SPTS) | PORTFOLIO SH TSR | 78468R101 | $8.6M | 294,747 | 3.9% |
| Apple Inc(AAPL) | COM | 037833100 | $8.7M | 52,809 | 3.9% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $8.7M | 182,009 | 3.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $22.9M | 113,871 | 10.3% |