Q1 2024 Holdings
Filed 2024-05-15 | 55 holdings | $131.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| EA Series Trust(QVAL) | US QUAN VALUE | 02072L102 | $7.4M | 163,746 | 5.6% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $11.0M | 228,038 | 8.4% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $11.9M | 202,806 | 9.1% |
| Morgan Stanley ETF Trust(CVSB) | CALVERT ULT SHR | 61774R601 | $12.9M | 255,671 | 9.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $21.5M | 40,844 | 16.3% |