Q1 2026 Holdings
Filed 2026-04-27 | 204 holdings | $431.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFIV) | INTERNATNAL VAL | 25434V807 | $17.4M | 330,167 | 4.0% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $17.7M | 254,366 | 4.1% |
| Ishares TR(IUSB) | CORE UNIVRSL USD | 46434V613 | $20.4M | 440,640 | 4.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $37.0M | 56,700 | 8.6% |