| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 75.76% | 81.33% | $187.1M | 272,430 | $162.3M | 271,653 | +777+0.29% | Add | |
| SSPDR INDEX SHS FDSSPDW | 10.53% | 3.78% | $26.0M | 516,271 | $7.5M | 165,301 | +350,970+212.32% | Add | |
| VVANGUARD INDEX FDSVNQ | 8.5% | 9.59% | $21.0M | 217,653 | $19.1M | 215,774 | +1,879+0.87% | Add | |
| VVANGUARD SCOTTSDALE FDSVTWO | 5.21% | 5.3% | $12.9M | 105,913 | $10.6M | 105,648 | +265+0.25% | Add |
