Q2 2023 Holdings
Filed 2023-09-05 | 106 holdings | $107.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $2.8M | 12,716 | 2.6% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.3M | 9,670 | 3.1% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $6.2M | 37,579 | 5.8% |
| Chevron Corp New(CVX) | COM | 166764100 | $6.6M | 41,800 | 6.1% |
| Apple Inc(AAPL) | COM | 037833100 | $10.4M | 53,749 | 9.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $14.3M | 196,446 | 13.2% |