Q2 2026 Holdings
Filed 2026-07-21 | 53 holdings | $134.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Centy ETF TR(AVLC) | AVANTIS US LARG | 025072158 | $11.9M | 132,044 | 8.8% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $18.9M | 265,276 | 14.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $24.4M | 35,536 | 18.1% |