Q1 2025 Holdings
Filed 2025-05-13 | 8 holdings | $103.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $34.1M | 464,246 | 33.1% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $32.2M | 1,460,201 | 31.3% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $15.2M | 770,312 | 14.8% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $13.4M | 510,035 | 13.0% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $6.5M | 234,715 | 6.3% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $984.7K | 1,916 | 1.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $433.6K | 18,723 | 0.4% |
| Apple Inc(AAPL) | COM | 037833100 | $203.9K | 918 | 0.2% |