Q1 2025 Holdings
Filed 2025-04-22 | 157 holdings | $405.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $17.8M | 31,670 | 4.4% |
| BlackRock ETF Trust(DYNF) | ISHARES US EQUIT | 09290C103 | $22.4M | 458,924 | 5.5% |
| Ishares TR(IJR) | CORE S&P SCP ETF | 464287804 | $22.6M | 215,704 | 5.6% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $25.9M | 280,961 | 6.4% |
| BlackRock ETF Trust II(BINC) | ISHARES FLEXIBLE | 092528603 | $34.5M | 658,820 | 8.5% |
| Ishares TR(DGRO) | CORE DIV GRWTH | 46434V621 | $37.8M | 612,026 | 9.3% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $49.6M | 390,148 | 12.2% |