Location: NEWTON, MA
CIK: 0001802874 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: May 13, 2025
Total Value ($000): $178,331 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 242,779 | $66,725 | 37.4% | $193.83 | — | TOTAL STK MKT | 922908769 |
| IVV | ISHARES TR | 82,898 | $46,580 | 26.1% | $413.28 | — | CORE S&P500 ETF | 464287200 |
| IEMG | ISHARES INC | 700,928 | $37,829 | 21.2% | $46.51 | — | CORE MSCI EMKT | 46434G103 |
| IEFA | ISHARES TR | 359,506 | $27,197 | 15.3% | $65.14 | — | CORE MSCI EAFE | 46432F842 |