Q1 2024 Holdings
Filed 2024-04-10 | 57 holdings | $117.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First TR Exchng Traded FD VI(FSEP) | FT VEST US EQT | 33740U307 | $5.0M | 118,458 | 4.3% |
| First TR Exchng Traded FD VI(FDEC) | FT VEST UQ EQT | 33740U505 | $6.6M | 160,529 | 5.7% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $8.1M | 134,743 | 6.9% |
| First TR Exchng Traded FD VI(BUFR) | FT VEST FD OF BU | 33740F755 | $9.0M | 321,463 | 7.7% |
| Vanguard BD Index FDS(VUSB) | VANGUARD ULTRA | 92203C303 | $11.3M | 227,228 | 9.6% |
| Vanguard Wellington FD(VFMO) | US MOMENTUM | 921935508 | $12.6M | 83,393 | 10.8% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $22.3M | 698,388 | 19.1% |