Q1 2024 Holdings
Filed 2024-05-24 | 57 holdings | $246.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $9.1M | 105,074 | 3.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $10.9M | 22,653 | 4.4% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $11.3M | 184,587 | 4.6% |
| Ishares TR(IGIB) | ISHS 5-10YR INVT | 464288638 | $34.0M | 658,165 | 13.8% |
| Schwab Strategic TR(SCHV) | US LCAP VA ETF | 808524409 | $34.5M | 453,926 | 14.0% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $41.5M | 1,268,225 | 16.9% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $41.9M | 520,088 | 17.0% |