Q1 2025 Holdings
Filed 2025-04-21 | 201 holdings | $333.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $22.8M | 815,541 | 6.8% |