Q3 2023 Holdings
Filed 2024-01-10 | 705 holdings | $218.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Microsoft Corp(MSFT) | COM | 594918104 | $10.4M | 33,093 | 4.8% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $10.5M | 25,412 | 4.8% |
| Apple Inc(AAPL) | COM | 037833100 | $11.2M | 65,484 | 5.1% |
| Vanguard Whitehall FDS(VYM) | HIGH DIV YLD | 921946406 | $13.9M | 134,121 | 6.3% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $18.9M | 241,014 | 8.6% |