Q1 2025 Holdings
Filed 2025-04-17 | 155 holdings | $360.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr SER TR(SDY) | S&P DIVID ETF | 78464A763 | $10.4M | 76,561 | 2.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $12.2M | 21,747 | 3.4% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $12.4M | 243,752 | 3.4% |
| Wisdomtree TR(DON) | US MIDCAP DIVID | 97717W505 | $13.3M | 267,655 | 3.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $22.9M | 83,455 | 6.4% |