Q2 2025 Holdings
Filed 2025-08-11 | 55 holdings | $103.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab International Equity ETF(SCHF) | INTL EQTY ETF | 808524805 | $9.3M | 422,718 | 9.1% |
| Vanguard Dividend Appreciation ETF(VIG) | DIV APP ETF | 921908844 | $10.4M | 50,555 | 10.1% |
| Vanguard Intermediate-Term Bond ETF(BIV) | INTERMED TERM | 921937819 | $13.2M | 170,374 | 12.8% |
| Dimensional World EX U.S. Core Equity 2 ETF(DFAX) | WORLD EX US CORE | 25434V880 | $15.2M | 516,211 | 14.7% |
| Vanguard S&P 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $30.8M | 54,047 | 29.9% |