Q1 2025 Holdings
Filed 2025-04-28 | 56 holdings | $110.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $7.9M | 14,193 | 7.1% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $8.1M | 103,808 | 7.3% |
| Ishares TR(IBDY) | IBONDS DEC 2033 | 46436E130 | $9.1M | 355,992 | 8.2% |
| Ishares TR(IVE) | S&P 500 VAL ETF | 464287408 | $11.2M | 61,373 | 10.1% |
| Ishares TR(IVW) | S&P 500 GRWT ETF | 464287309 | $13.5M | 143,358 | 12.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $15.9M | 281,308 | 14.4% |