Q1 2025 Holdings
Filed 2025-04-07 | 109 holdings | $131.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $3.0M | 7,961 | 2.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $3.0M | 24,800 | 2.3% |
| Capital Group GBL Growth EQT(CGGO) | SHS CREATION UNI | 14020X104 | $3.3M | 117,801 | 2.5% |
| Vaneck ETF Trust(ANGL) | FALLEN ANGEL HG | 92189F437 | $3.4M | 118,652 | 2.6% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $3.8M | 64,404 | 2.8% |
| Chevron Corp New(CVX) | COM | 166764100 | $6.6M | 39,665 | 5.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $7.8M | 42,035 | 5.9% |
| Apple Inc(AAPL) | COM | 037833100 | $8.8M | 39,557 | 6.7% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $19.5M | 697,533 | 14.8% |