Q1 2025 Holdings
Filed 2025-05-14 | 52 holdings | $47.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $5.6M | 254,150 | 11.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $7.7M | 13,800 | 16.3% |