Q1 2025 Holdings
Filed 2025-04-10 | 55 holdings | $110.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Invesco Exchange Traded FD T(RSP) | S&P500 EQL WGT | 46137V357 | $5.8M | 33,465 | 5.2% |
| Microsoft Corp(MSFT) | COM | 594918104 | $5.8M | 15,501 | 5.3% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $6.2M | 57,185 | 5.6% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $8.6M | 387,949 | 7.7% |
| J P Morgan Exchange Traded F(JCPB) | CORE PLUS BD ETF | 46641Q670 | $8.6M | 182,212 | 7.8% |