Q1 2024 Holdings
Filed 2024-04-24 | 15 holdings | $154.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $79.0M | 303,952 | 51.2% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $26.3M | 627,101 | 17.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $23.0M | 47,899 | 14.9% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $15.4M | 256,202 | 10.0% |
| Raymond James Finl Inc(RJF) | COM | 754730109 | $3.9M | 30,150 | 2.5% |
| Vanguard Index FDS(VOT) | MCAP GR IDXVIP | 922908538 | $2.7M | 11,429 | 1.7% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.3M | 11,568 | 0.9% |
| Microsoft Corp(MSFT) | COM | 594918104 | $671.0K | 1,595 | 0.4% |
| Automatic Data Processing in(ADP) | COM | 053015103 | $366.6K | 1,468 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $329.1K | 5,612 | 0.2% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $269.3K | 1,309 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $238.2K | 1,506 | 0.2% |
| General MLS Inc(GIS) | COM | 370334104 | $214.9K | 3,071 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $206.5K | 1,309 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $203.9K | 1,189 | 0.1% |