Q1 2025 Holdings
Filed 2025-05-12 | 105 holdings | $389.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US ETF(VEU) | VEU | 922042775 | $12.8M | 210,645 | 3.3% |
| Ishares TR Core S&p500 ETF(IVV) | IVV | 464287200 | $12.9M | 22,904 | 3.3% |
| Ishares TR Msci USA QLT FCT(QUAL) | QUAL | 46432F339 | $14.4M | 84,409 | 3.7% |
| Ishares TR S&P 500 Grwt ETF(IVW) | IVW | 464287309 | $18.2M | 195,807 | 4.7% |
| Vanguard Total Stock Market ETF(VTI) | VTI | 922908769 | $31.9M | 116,188 | 8.2% |