Q1 2025 Holdings
Filed 2025-04-22 | 56 holdings | $195.0M | 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 | $10.7M | 210,629 | 5.5% |
| Wisdomtree TR(DGRW) | US QTLY DIV GRT | 97717X669 | $13.6M | 170,127 | 7.0% |
| Dimensional ETF Trust(DFCF) | CORE FIXED INCOM | 25434V872 | $14.5M | 344,236 | 7.4% |
| EA Series Trust(CAOS) | ALPHA ARCHITECT | 02072L516 | $27.3M | 310,166 | 14.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $29.5M | 52,516 | 15.1% |
| American Centy ETF TR(AVUS) | US EQT ETF | 025072885 | $29.7M | 321,618 | 15.2% |