Q1 2023 Holdings
Filed 2023-05-19 | 56 holdings | $98.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFAT) | US TARGETED VLU | 25434V609 | $6.8M | 153,826 | 6.9% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $6.9M | 36,153 | 6.9% |
| Lattice Strategies TR(RODM) | HARTFORD MLT ETF | 518416102 | $7.2M | 272,222 | 7.3% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $7.2M | 147,458 | 7.3% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $8.2M | 107,081 | 8.3% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $9.2M | 42,575 | 9.3% |