Q1 2026 Holdings
Filed 2026-05-07 | 56 holdings | $319.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFGX) | DIMENSIONAL INTE | 25434V575 | $17.1M | 325,258 | 5.3% |
| Dimensional ETF Trust(DFEM) | EMERGING MKTS CO | 25434V732 | $22.7M | 655,618 | 7.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $32.0M | 434,861 | 10.0% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $43.4M | 547,927 | 13.6% |
| Dimensional ETF Trust(DFIC) | INTL CORE EQUITY | 25434V799 | $45.2M | 1,273,246 | 14.2% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $100.9M | 2,595,688 | 31.6% |