| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 46.8% | 42.67% | $116.5M | 158,246 | $91.1M | 157,904 | +342+0.22% | Add | |
| SSTATE STR SPDR S&P 500 ETF TSPY | 42.82% | 43.38% | $106.6M | 142,781 | $92.7M | 142,477 | +304+0.21% | Add | |
| IISHARES BITCOIN TRUST ETFIBIT | 10.37% | 13.95% | $25.8M | 775,735 | $29.8M | 775,735 | 00.00% | Unchanged |
