Q2 2026 Holdings
Filed 2026-07-20 | 153 holdings | $195.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Centy ETF TR(AVLV) | US LARGE CAP VLU | 025072349 | $9.1M | 99,991 | 4.7% |
| Capital Group Core Balanced(CGBL) | SHS | 14021D107 | $9.9M | 261,952 | 5.1% |
| Capital Group Growth ETF(CGGR) | SHS CREAT UNIT | 14020G101 | $11.7M | 247,649 | 6.0% |