Q4 2023 Holdings
Filed 2024-01-23 | 103 holdings | $115.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $5.1M | 35,900 | 4.4% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $7.3M | 95,543 | 6.3% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $10.0M | 179,125 | 8.7% |