Q4 2024 Holdings
Filed 2025-04-29 | 205 holdings | $475.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHG) | US LCAP GR ETF | 808524300 | $20.2M | 725,182 | 4.3% |
| DBX ETF TR(DBEF) | XTRACK MSCI EAFE | 233051200 | $21.4M | 517,026 | 4.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $25.3M | 87,412 | 5.3% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $31.9M | 132,908 | 6.7% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $76.3M | 141,574 | 16.1% |