Q4 2024 Holdings
Filed 2025-01-30 | 5 holdings | $444.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $261.9K | 2,229,221 | 58.9% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $66.4K | 1,354,458 | 15.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $52.7K | 97,738 | 11.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $44.9K | 463,274 | 10.1% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $18.4K | 385,419 | 4.1% |