Q2 2023 Holdings
Filed 2023-08-01 | 55 holdings | $96.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(QUAL) | MSCI USA QLT FCT | 46432F339 | $7.5M | 55,977 | 7.8% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $8.1M | 49,666 | 8.4% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $8.3M | 159,916 | 8.6% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $8.5M | 184,661 | 8.8% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $8.6M | 126,933 | 8.9% |