Q2 2024 Holdings
Filed 2024-08-12 | 1006 holdings | $126.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wisdomtree TR(DDWM) | CURRNCY INT EQ | 97717X263 | $4.6M | 134,065 | 3.6% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $6.1M | 20,029 | 4.8% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $9.1M | 34,006 | 7.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $10.1M | 18,598 | 8.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $33.3M | 182,148 | 26.4% |