Q1 2026 Holdings
Filed 2026-05-11 | 57 holdings | $80.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $2.4M | 8,139 | 3.0% |
| Vanguard Malvern FDS(VCRB) | CORE BD ETF | 922020748 | $3.2M | 41,857 | 4.0% |
| Nvidia Corporation(NVDA) | COM | 67066G104 | $3.7M | 17,324 | 4.7% |
| Dimensional ETF Trust(DFVX) | US LARGE CAP VEC | 25434V641 | $6.6M | 81,806 | 8.3% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $11.6M | 163,933 | 14.5% |
| Vanguard MUN BD FDS(VCRM) | CORE TAX EXEMPT | 922907712 | $13.2M | 173,841 | 16.5% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $14.0M | 482,444 | 17.5% |