13Fprocessed
Form 13F — Institutional Holdings
EDGAR Filing Documents for 0002063364-25-000274
Summary
13F filing with 31 holdings
Filing Date
January 1, 2025
Accepted
—
Accession No.
0002063364-25-000274
CIK
0001567738
Holdings Reported
| Filer | Company | Shares | Value | Quarter | Put/Call |
|---|---|---|---|---|---|
| EDGAR Filing Documents for 0002063364-25-000274 | CABOT CORP | 24,979 | $1,899,653 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | DIMENSIONAL ETF TRUST | 12,682 | $460,996 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | DIMENSIONAL ETF TRUST | 15,818 | $920,766 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | DIMENSIONAL ETF TRUST | 194,181 | $8,200,284 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | ISHARES INC | 12,445 | $540,362 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | ISHARES TR | 10,770 | $1,001,395 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | ISHARES TR | 20,227 | $2,945,101 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | ISHARES TR | 88,088 | $22,590,182 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | iShares 0-5yr TIPS Bond ETF | 222,335 | $22,980,587 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | ISHARES TR | 796,082 | $75,747,197 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | ISHARES BROAD USD INVESTMENT | 1,407,927 | $73,521,932 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | SCHWAB STRATEGIC TR | 322,193 | $6,949,711 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | SCHWAB U.S. LARGE-CAP ETF | 495,277 | $13,045,590 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | Schwab US TIPS | 3,088,558 | $83,236,646 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | SPDR INDEX SHS FDS | 173,336 | $7,417,031 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | SPDR SERIES TRUST | 395,140 | $21,673,408 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD CHARLOTTE FDS | 1,677,297 | $82,959,090 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD INDEX FDS | 10,664 | $1,988,650 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD INDEX FDS | 10,684 | $3,138,384 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD INDEX FDS | 13,476 | $6,463,225 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | Vanguard Small-Cap | 20,143 | $5,121,857 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | Vanguard Real Estate | 29,990 | $2,741,647 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD INDEX FDS | 45,017 | $27,567,489 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD INDEX FDS | 79,427 | $26,065,715 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | Vanguard FTSE Emerging Markets | 61,463 | $3,330,059 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | Vanguard Short-Term Inflation -Protected Securities ETF | 44,307 | $2,243,282 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD SCOTTSDALE FDS | 28,004 | $1,950,856 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD SCOTTSDALE FDS | 146,989 | $11,520,998 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD SCOTTSDALE FDS | 240,360 | $11,287,306 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD TAX-MANAGED FDS | 94,692 | $5,673,938 | 2025-Q1 | — |
| EDGAR Filing Documents for 0002063364-25-000274 | VANGUARD WORLD FD | 63,370 | $15,468,000 | 2025-Q1 | — |