Q4 2024 Holdings
Filed 2025-02-18 | 7 holdings | $100.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $33.4M | 1,439,364 | 33.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $32.5M | 451,334 | 32.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $14.1M | 763,625 | 14.0% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $13.9M | 501,581 | 13.8% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $6.2M | 232,135 | 6.1% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $472.8K | 20,827 | 0.5% |
| Apple Inc(AAPL) | COM | 037833100 | $250.2K | 999 | 0.2% |