Q2 2026 Holdings
Filed 2026-08-13 | 6 holdings | $1.2B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $529.3M | 770,596 | 43.2% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $412.3M | 1,114,202 | 33.7% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $175.5M | 2,462,855 | 14.3% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $64.8M | 1,086,021 | 5.3% |
| Ishares TR(SHY) | 1 3 YR TREAS BD | 464287457 | $21.5M | 261,567 | 1.8% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $20.7M | 355,975 | 1.7% |