Q1 2026 Holdings
Filed 2026-04-20 | 107 holdings | $249.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond(SGOV) | Fixed Income | 46436E718 | $7.7M | 76,277 | 3.1% |
| Vanguard Ftse Developed Markets(VEA) | Equities | 921943858 | $9.2M | 143,599 | 3.7% |
| Vanguard Total Stock Market ETF(VTI) | Equities | 922908769 | $12.0M | 37,423 | 4.8% |
| Vanguard Short Term INF Prot SE(VTIP) | Fixed Income | 922020805 | $17.4M | 348,233 | 7.0% |
| Dimensional Emerging Markets Co(DFEM) | Equities | 25434V732 | $18.8M | 544,566 | 7.6% |
| Avantis International Small Cap(AVDV) | Equities | 025072802 | $28.8M | 288,385 | 11.6% |
| Vanguard Intermediate-Term(VGIT) | Fixed Income | 92206C706 | $35.0M | 588,454 | 14.1% |