Q1 2025 Holdings
Filed 2025-04-24 | 59 holdings | $104.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Total International Bond ETF(BNDX) | ETF | 92203J407 | $894.6K | 18,324 | 0.9% |
| Vanguard S&P 500 ETF(VOO) | ETF | 922908363 | $1.1M | $2,081 | 1.0% |
| Ishares ESG Aware US Aggregate Bond ETF(EAGG) | ETF | 46435U549 | $2.0M | 42,045 | 1.9% |
| USA Compression Partners LP Comunit Ltdpar(USAC) | Stock | 90290N109 | $2.5M | 92,966 | 2.4% |
| Vanguard ESG U.S. Stock ETF(ESGV) | ETF | 921910733 | $2.6M | 27,031 | 2.5% |
| Vanguard Tax-Exempt Bond ETF(VTEB) | ETF | 922907746 | $8.8M | 177,800 | 8.4% |
| Vanguard Total International Stock ETF(VXUS) | ETF | 921909768 | $11.8M | 189,720 | 11.3% |
| Vanguard Total Bond Market ETF(BND) | ETF | 921937835 | $23.1M | 314,048 | 22.0% |
| Vanguard Total Stock Market ETF(VTI) | ETF | 922908769 | $34.7M | 126,338 | 33.2% |