| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 90.04% | 89.59% | $278.5M | 405,502 | $242.3M | 405,502 | 00.00% | Unchanged | |
| VVANGUARD INTL EQUITY INDEX FVEU | 5.61% | 5.75% | $17.3M | 207,150 | $15.6M | 207,150 | 00.00% | Unchanged | |
| FFRANKLIN TEMPLETON ETF TRFLIN | 4.36% | 4.65% | $13.5M | 378,788 | $12.6M | 378,788 | 00.00% | Unchanged |