Q3 2024 Holdings
Filed 2024-10-16 | 156 holdings | $212.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $8.3M | 21,593 | 3.9% |
| Vanguard Index FDS(VTV) | VALUE ETF | 922908744 | $9.5M | 54,614 | 4.5% |
| Dimensional ETF Trust(DFAS) | US SMALL CAP ETF | 25434V500 | $11.3M | 173,760 | 5.3% |
| Ishares TR(IUSG) | CORE S&P US GWT | 464287671 | $12.7M | 96,355 | 6.0% |
| Ishares TR(IUSV) | CORE S&P US VLU | 464287663 | $17.2M | 180,198 | 8.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $24.9M | 43,093 | 11.7% |