Q1 2026 Holdings
Filed 2026-05-14 | 453 holdings | $105.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dimensional ETF Trust(DFAU) | US CORE EQT MKT | 25434V104 | $7.6M | 168,374 | 7.2% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $12.9M | 163,967 | 12.1% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $20.8M | 536,347 | 19.7% |