Q2 2025 Holdings
Filed 2025-07-22 | 60 holdings | $12.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Series Trust(ONEV) | RUSSELL LOW VOL | 78468R754 | $7.2K | 55,485 | 0.1% |
| American Centy ETF TR(AVUV) | US SML CP VALU | 025072877 | $9.0K | 96,105 | 0.1% |
| Spdr Series Trust(MDYG) | S&P 400 MDCP GRW | 78464A821 | $9.1K | 103,562 | 0.1% |
| Wisdomtree TR(IHDG) | ITL HDG QTLY DIV | 97717X594 | $9.7K | 214,211 | 0.1% |
| Franklin Templeton ETF TR(DIVI) | INTL COR DIV TIL | 35473P108 | $10.8K | 303,380 | 0.1% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $14.8K | 78,041 | 0.1% |
| Spdr Series Trust(SPYV) | PRTFLO S&P500 VL | 78464A508 | $22.2K | 419,637 | 0.2% |
| Ishares TR(IWY) | RUS TP200 GR ETF | 464289438 | $26.3K | 104,017 | 0.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $36.2K | 57,267 | 0.3% |
| DBX ETF TR(DBEF) | XTRACK MSCI EAFE | 233051200 | $12.5M | 284,536 | 98.5% |