Q1 2026 Holdings
Filed 2026-05-01 | 53 holdings | $176.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVLU) | MSCI INTL VLU FT | 46435G409 | $11.2M | 281,287 | 6.3% |
| Ishares TR(SUSA) | ESG OPTIMIZED | 464288802 | $12.9M | 97,527 | 7.3% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $13.1M | 92,304 | 7.5% |