Q4 2024 Holdings
Filed 2025-01-17 | 11 holdings | $127.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $45.9M | 111,723 | 35.9% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $38.9M | 72,206 | 30.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $37.6M | 129,706 | 29.5% |
| Vanguard World FD(VGT) | INF TECH ETF | 92204A702 | $2.1M | 3,359 | 1.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $753.0K | 1,786 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $671.2K | 2,680 | 0.5% |
| Vanguard World FD(MGK) | MEGA GRWTH IND | 921910816 | $663.0K | 1,931 | 0.5% |
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $306.8K | 11,008 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $287.3K | 488 | 0.2% |
| Select Sector Spdr TR(XLK) | TECHNOLOGY | 81369Y803 | $274.3K | 1,180 | 0.2% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $208.3K | 15,502 | 0.2% |