Q1 2025 Holdings
Filed 2025-05-07 | 156 holdings | $142.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Malvern FDS(VPLS) | CORE-PLUS BD ETF | 922020755 | $6.5M | 84,995 | 4.6% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $7.1M | 37,124 | 5.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $8.7M | 340,661 | 6.1% |
| Vanguard Whitehall FDS(VIGI) | INTL DVD ETF | 921946810 | $8.7M | 100,364 | 6.2% |
| Ishares TR(SGOV) | 0-3 MNTH TREASRY | 46436E718 | $19.0M | 189,117 | 13.4% |
| Dimensional ETF Trust(DFAU) | US CORE EQT MKT | 25434V104 | $24.5M | 639,454 | 17.3% |