← Institutions
CIK 0001635342 · period 2026-06-30
Top 30 of 70 holdings
Reported value
$420.4M
| # | Issuer | CUSIP | Shares | Value | % of port |
|---|---|---|---|---|---|
| 1 | Vanguard Total Stock Market ETF | 922908769 | 211.9K | $78.4M | 18.7% |
| 2 | Vanguard Mega Cap Growth | 921910816 | 440.0K | $38.7M | 9.2% |
| 3 | iShares Core US Aggregate Bond | 464287226 | 325.8K | $32.2M | 7.7% |
| 4 | Vanguard Meg Cap Value ETF | 921910840 | 172.6K | $28.2M | 6.7% |
| 5 | Invesco QQQ Trust | 4.609e+107 | 28.6K | $21.0M | 5.0% |
| 6 | Vanguard FTSE All-Wld ex-US | 922042775 | 244.0K | $20.4M | 4.9% |
| 7 | Vanguard Long-Term Bond ETF | 921937793 | 286.7K | $19.8M | 4.7% |
| 8 | Fidelity Total Bond ETF | 316188309 | 399.6K | $18.2M | 4.3% |
| 9 | iShares 3-7 Year Treasury Bond ETF | 464288661 | 150.0K | $17.6M | 4.2% |
| 10 | Vanguard Small-Cap ETF | 922908751 | 56.6K | $17.2M | 4.1% |
| 11 | iShares Russell 1000 ETF | 464287622 | 33.3K | $13.6M | 3.2% |
| 12 | iShares Core S&P Total US Stk Mkt | 464287150 | 69.2K | $11.4M | 2.7% |
| 13 | Vanguard High Dividend Yield ETF | 921946406 | 62.8K | $9.9M | 2.4% |
| 14 | Xtrackers MSCI EAFE High Div Yield Eq ETF | 233051630 | 302.7K | $9.7M | 2.3% |
| 15 | Vanguard Index Fd MCAP VL IDX | 922908512 | 49.0K | $9.7M | 2.3% |
| 16 | Vanguard Short-Term Corporate Bond ETF | 92206C409 | 119.4K | $9.4M | 2.2% |
| 17 | iShares S&P 500 Value | 464287408 | 32.2K | $7.3M | 1.7% |
| 18 | iShares S&P Mid-Cap 400 Value | 464287705 | 37.3K | $5.5M | 1.3% |
| 19 | iShares Core 10 Year USD Bond ETF | 464289479 | 110.5K | $5.4M | 1.3% |
| 20 | Vanguard Total Bond Market ETF | 921937835 | 58.2K | $4.3M | 1.0% |
| 21 | Vanguard FTSE Developed Markets ETF | 921943858 | 54.8K | $3.9M | 0.9% |
| 22 | iShares Core S&P Small-Cap ETF | 464287804 | 22.3K | $3.3M | 0.8% |
| 23 | Apple | 37833100 | 11.1K | $3.2M | 0.8% |
| 24 | Dimensional US Equity ETF | 25434V401 | 35.0K | $2.9M | 0.7% |
| 25 | iShares S&P 500 Growth | 464287309 | 20.0K | $2.7M | 0.7% |
| 26 | Vanguard Russell 1000 Growth | 92206C680 | 15.7K | $2.0M | 0.5% |
| 27 | iShares Core MSCI Total Intl | 46432F834 | 19.0K | $1.8M | 0.4% |
| 28 | Vanguard Russell 1000 ETF | 92206C730 | 5.2K | $1.8M | 0.4% |
| 29 | iShares Core MSCI EAFE ETF | 46432F842 | 18.3K | $1.8M | 0.4% |
| 30 | iShares Russell 3000 | 464287689 | 3.7K | $1.6M | 0.4% |