| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 57.01% | 54.82% | $45.0M | 61,106 | $35.3M | 61,106 | 00.00% | Unchanged | |
| DDUOLINGO INCDUOL | 42.96% | 45.16% | $33.9M | 294,814 | $29.1M | 294,814 | 00.00% | Unchanged | |
| IINNSUITES HOSPITALITY TRIHT | 0.02% | 0.02% | $17,000 | 10,000 | $10,101 | 10,000 | 00.00% | Unchanged | |
| AAXE COMPUTE INCAGPU | 0.01% | <0.01% | $5,238 | 691 | $1,119 | 691 | 00.00% | Unchanged | |
| LLONGEVITY HEALTH HLDGS INC | <0.01% | <0.01% | $1,165 | 4,482 | $1,313 | 4,482 | 00.00% | Unchanged |
