| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 77.66% | 58.77% | $409.5M | 596,181 | $288.3M | 482,482 | +113,699+23.57% | Add | |
| SSTATE STR SPDR S&P 500 ETF TSPY | 20.19% | 18.89% | $106.4M | 142,522 | $92.7M | 142,522 | 00.00% | Unchanged | |
| NNETSKOPE INCNTSK | 2.15% | 1.79% | $11.3M | 1.0M | $8.8M | 1.0M | 00.00% | Unchanged |
