Q1 2025 Holdings
Filed 2025-04-15 | 52 holdings | $128.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $12.6M | 24,554 | 9.9% |
| Alps ETF TR(SMTH) | SMITH CORE PLUS | 00162Q346 | $17.6M | 680,889 | 13.8% |