Q2 2024 Holdings
Filed 2024-07-25 | 57 holdings | $118.1M | 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 | $5.1M | 117,058 | 4.3% |
| First TR Exchng Traded FD VI(FDEC) | FT VEST UQ EQT | 33740U505 | $6.8M | 159,721 | 5.8% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $7.8M | 129,687 | 6.6% |
| First TR Exchng Traded FD VI(BUFR) | FT VEST LADDERED | 33740F755 | $9.2M | 318,434 | 7.8% |
| Vanguard BD Index FDS(VUSB) | VANGUARD ULTRA | 92203C303 | $11.0M | 222,832 | 9.3% |
| Vanguard Wellington FD(VFMO) | US MOMENTUM | 921935508 | $12.2M | 81,463 | 10.4% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $21.3M | 661,684 | 18.1% |