Q4 2024 Holdings
Filed 2025-02-13 | 55 holdings | $191.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $11.2M | 38,800 | 5.9% |
| Ishares Inc(EWC) | MSCI CDA ETF | 464286509 | $14.2M | 351,800 | 7.4% |
| Flexshares TR(GUNR) | MORNSTAR UPSTR | 33939L407 | $19.2M | 528,203 | 10.0% |
| Vanguard Tax-Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $25.1M | 525,600 | 13.1% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $25.8M | 520,480 | 13.4% |