Q1 2025 Holdings
Filed 2025-04-04 | 257 holdings | $204.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $9.2M | 203,526 | 4.5% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $10.8M | 184,223 | 5.3% |
| Vanguard Scottsdale FDS(VGIT) | INTER TERM TREAS | 92206C706 | $11.3M | 190,977 | 5.6% |
| Dimensional ETF Trust(DFCF) | CORE FIXED INCOM | 25434V872 | $11.4M | 270,960 | 5.6% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $12.9M | 252,854 | 6.3% |
| Goldman Sachs ETF TR(GSLC) | ACTIVEBETA US LG | 381430503 | $14.9M | 135,067 | 7.3% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $20.7M | 75,210 | 10.1% |