Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $17.4M | 37.2% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $6.9M | 14.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $4.6M | 9.9% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $3.0M | 6.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $2.4M | 5.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.2M | 4.7% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $2.0M | 4.3% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.6M | 3.5% | |
| FED HERM GOV OBLG FUND IS | Registered Investment Companies | — | — | $1.5M | 3.2% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $1.5M | 3.2% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $623K | 1.3% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $595K | 1.3% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $374K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
