Q1 2025 Holdings
Filed 2025-05-14 | 53 holdings | $88.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.5M | 9,703 | 6.2% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $12.1M | 23,641 | 13.7% |
| Apple Inc(AAPL) | COM | 037833100 | $18.4M | 82,799 | 20.8% |