Q2 2025 Holdings
Filed 2025-07-24 | 55 holdings | $47.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abrdn Etfs(BCD) | BBRG ALL COMMDY | 003261203 | $2.5M | 75,137 | 5.2% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $2.6M | 112,247 | 5.5% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.4M | 126,366 | 7.1% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $4.2M | 6,800 | 8.8% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $6.6M | 270,486 | 13.9% |