Q1 2026 Holdings
Filed 2026-04-09 | 254 holdings | $135.5M | 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 | $5.4M | 201,785 | 4.0% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $6.3M | 205,070 | 4.7% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $7.1M | 265,696 | 5.2% |
| Aflac Inc(AFL) | COM | 001055102 | $21.2M | 187,373 | 15.6% |