Q1 2026 Holdings
Filed 2026-04-07 | 105 holdings | $255.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.7M | 17,842 | 4.2% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $11.0M | 42,156 | 4.3% |
| Apple Inc(AAPL) | COM | 037833100 | $12.9M | 50,813 | 5.0% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $14.1M | 49,042 | 5.5% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $14.6M | 67,051 | 5.7% |