Q4 2024 Holdings
Filed 2025-01-31 | 23 holdings | $135.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $52.2K | 193,572 | 38.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $21.7K | 74,720 | 16.0% |
| Vanguard Intl Equity Index F(VPL) | FTSE PACIFIC ETF | 922042866 | $11.9K | 167,052 | 8.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.3K | 35,274 | 6.9% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $9.0K | 92,751 | 6.6% |
| Spdr Index SHS FDS(RWO) | DJ GLB RL ES ETF | 78463X749 | $5.8K | 134,206 | 4.3% |
| Vanguard Intl Equity Index F(VGK) | FTSE EUROPE ETF | 922042874 | $4.7K | 73,935 | 3.5% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $4.2K | 73,444 | 3.1% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $3.7K | 84,600 | 2.8% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $2.5K | 30,600 | 1.8% |
| Neumora Therapeutics Inc.(NMRA) | COM | 640979100 | $1.7K | 163,386 | 1.3% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $1.4K | 72,653 | 1.1% |
| Targa RES Corp(TRGP) | COM | 87612G101 | $1.1K | 6,077 | 0.8% |
| Oneok Inc New(OKE) | COM | 682680103 | $759 | 7,561 | 0.6% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $741 | 23,630 | 0.5% |
| Williams COS Inc(WMB) | COM | 969457100 | $733 | 13,542 | 0.5% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $658 | 24,011 | 0.5% |
| Mplx LP(MPLX) | COM UNIT REP LTD | 55336V100 | $644 | 13,462 | 0.5% |
| Archrock Inc(AROC) | COM | 03957W106 | $605 | 24,324 | 0.4% |
| Fortune Brands Innovations I(FBIN) | COM | 34964C106 | $605 | 8,858 | 0.4% |
| Vanguard Intl Equity Index F(VT) | TT WRLD ST ETF | 922042742 | $555 | 4,722 | 0.4% |
| Spdr SER TR(SLYV) | S&P 600 SMCP VAL | 78464A300 | $476 | 5,450 | 0.4% |
| Exelon Corp(EXC) | COM | 30161N101 | $372 | 9,884 | 0.3% |