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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | $40.3M | 796761 | 10.32% |
| 2 | SPDR INDEX SHS FDS | $29.8M | 651963 | 7.61% |
| 3 | SPDR SERIES TRUST | $28.9M | 365339 | 7.39% |
| 4 | VANGUARD CHARLOTTE FDS | $23.3M | 483891 | 5.95% |
| 5 | VANGUARD TAX-MANAGED FDS | $19.9M | 310210 | 5.08% |
| 6 | VANGUARD INDEX FDS | $19.0M | 97032 | 4.87% |
| 7 | VANGUARD BD INDEX FDS | $15.2M | 206814 | 3.90% |
| 8 | ISHARES TR | $14.7M | 258963 | 3.77% |
| 9 | VANGUARD INDEX FDS | $12.5M | 38935 | 3.19% |
| 10 | ISHARES TR | $12.1M | 101966 | 3.09% |
| 11 | SPDR SERIES TRUST | $11.9M | 407126 | 3.04% |
| 12 | ISHARES TR | $11.8M | 111456 | 3.03% |
| 13 | VANGUARD INDEX FDS | $8.3M | 31727 | 2.13% |
| 14 | VANGUARD INDEX FDS | $8.3M | 19025 | 2.13% |
| 15 | VANGUARD SCOTTSDALE FDS | $8.1M | 145711 | 2.06% |
| 16 | VANGUARD INTL EQUITY INDEX F | $5.8M | 108056 | 1.49% |
| 17 | SPDR INDEX SHS FDS | $5.6M | 120320 | 1.44% |
| 18 | SPDR SERIES TRUST | $5.5M | 213563 | 1.40% |
| 19 | SCHWAB STRATEGIC TR | $5.4M | 175707 | 1.37% |
| 20 | ISHARES TR | $5.1M | 7831 | 1.31% |
| 21 | APPLE INC | $5.1M | 20115 | 1.31% |
| 22 | ISHARES TR | $4.6M | 50383 | 1.17% |
| 23 | SCHWAB STRATEGIC TR | $4.2M | 144749 | 1.08% |
| 24 | BERKSHIRE HATHAWAY INC DEL | $4.0M | 8271 | 1.01% |
| 25 | ISHARES TR | $3.9M | 41756 | 1.00% |
| 26 | MICROSOFT CORP | $2.9M | 7862 | 0.74% |
| 27 | INVESCO QQQ TR | $2.8M | 4858 | 0.72% |
| 28 | ISHARES TR | $2.7M | 12639 | 0.69% |
| 29 | T-MOBILE US INC | $2.3M | 11128 | 0.60% |
| 30 | COSTCO WHOLESALE CORPORATION | $2.2M | 2258 | 0.58% |
| 31 | PROGRESSIVE CORP | $2.2M | 11073 | 0.56% |
| 32 | FIDELITY MERRIMACK STR TR | $2.1M | 46147 | 0.54% |
| 33 | EXXON MOBIL CORP | $2.0M | 11740 | 0.51% |
| 34 | SPDR SERIES TRUST | $1.9M | 57000 | 0.49% |
| 35 | SPDR SERIES TRUST | $1.9M | 72051 | 0.48% |
| 36 | OCUGEN INC | $1.9M | 1032989 | 0.48% |
| 37 | AMAZON COM INC | $1.8M | 8833 | 0.47% |
| 38 | BROOKFIELD CORP | $1.8M | 44717 | 0.46% |
| 39 | NVIDIA CORPORATION | $1.8M | 10146 | 0.45% |
| 40 | SCHWAB STRATEGIC TR | $1.8M | 60311 | 0.45% |
| 41 | VANGUARD WORLD FD | $1.7M | 2491 | 0.44% |
| 42 | VANGUARD WHITEHALL FDS | $1.5M | 22725 | 0.38% |
| 43 | VANGUARD MALVERN FDS | $1.5M | 29494 | 0.38% |
| 44 | VANGUARD SCOTTSDALE FDS | $1.5M | 17569 | 0.37% |
| 45 | VANGUARD SCOTTSDALE FDS | $1.2M | 21249 | 0.32% |
| 46 | ALPHABET INC | $1.2M | 4242 | 0.31% |
| 47 | JOHNSON & JOHNSON | $1.2M | 4954 | 0.31% |
| 48 | RTX CORPORATION | $1.2M | 5993 | 0.30% |
| 49 | ORACLE CORP | $1.1M | 7449 | 0.28% |
| 50 | VANGUARD INDEX FDS | $1.1M | 1793 | 0.27% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.