Q1 2025 Holdings
Filed 2025-04-04 | 107 holdings | $233.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $7.6M | 20,528 | 3.3% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $8.0M | 51,798 | 3.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $9.1M | 24,317 | 3.9% |
| Abbott Labs(ABT) | COM | 002824100 | $9.2M | 69,262 | 3.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $9.9M | 44,633 | 4.2% |
| Apple Inc(AAPL) | COM | 037833100 | $10.6M | 47,498 | 4.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $14.3M | 68,086 | 6.1% |