Q1 2025 Holdings
Filed 2025-04-29 | 112 holdings | $3.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Abbott Labs(ABT) | COM | 002824100 | $15.0K | 117 | 0.4% |
| Ishares Russell 2000 Value(IWN) | COM | 464287630 | $15.1K | 99,908 | 0.4% |
| Vanguard Value(VTV) | COM | 922908744 | $17.3K | 99,985 | 0.5% |
| Vanguard Russell 1000 Growth(VONG) | COM | 92206C680 | $18.4K | 197,970 | 0.5% |
| Schwab US DIV Equity(SCHD) | COM | 808524797 | $20.5K | 731,407 | 0.6% |
| Apple Inc(AAPL) | COM | 037833100 | $58.0K | 264 | 1.6% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $135.0K | 2,200 | 3.8% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $167.0K | 1,002 | 4.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $533.0K | 564 | 15.1% |
| Amazon Inc(AMZN) | COM | 023135106 | $593.0K | 3,122 | 16.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $608.0K | 2,906 | 17.2% |
| Abrdn Physical Gold Shares(SGOL) | COM | 00326A104 | $1.2M | 41,618 | 35.1% |