Q1 2025 Holdings
Filed 2025-04-29 | 5 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $534.2K | 2,409 | 36.9% |
| Apple Inc(AAPL) | COM | 037833100 | $262.1K | 1,180 | 18.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $232.1K | 3,160 | 16.0% |
| Williams COS Inc(WMB) | COM | 969457100 | $217.5K | 3,640 | 15.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $200.7K | 428 | 13.9% |