Q2 2026 Holdings
Filed 2026-07-24 | 55 holdings | $137.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BIV) | INTERMED TERM | 921937819 | $8.6M | 112,412 | 6.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.7M | 15,542 | 7.8% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $10.7M | 146,210 | 7.8% |
| Ishares Gold TR(IAU) | ISHARES NEW | 464285204 | $12.1M | 160,529 | 8.8% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $25.8M | 299,155 | 18.8% |