Q2 2024 Holdings
Filed 2024-08-14 | 54 holdings | $238.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $16.2M | 327,767 | 6.8% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $20.3M | 126,553 | 8.5% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $22.2M | 59,435 | 9.3% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $44.5M | 81,250 | 18.6% |