| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 68.76% | 57.57% | $503.5M | 733,137 | $268.0M | 448,433 | +284,704+63.49% | Add | |
| VVANGUARD SCOTTSDALE FDSBSV | 8.3% | 12.42% | $60.8M | 769,472 | $57.8M | 729,360 | +40,112+5.50% | Add | |
| IISHARES TRAGG | 6.56% | 10.64% | $48.1M | 485,509 | $49.5M | 499,119 | -13,610-2.73% | Reduce | |
| IISHARES TRGVI | 5.82% | 7.57% | $42.6M | 396,261 | $35.2M | 331,858 | +64,403+19.41% | Add | |
| IISHARES TRIEFA | 4.58% | 5.68% | $33.5M | 347,344 | $26.5M | 292,275 | +55,069+18.84% | Add | |
| IISHARES COREIJR | 4.43% | 3.99% | $32.4M | 218,767 | $18.6M | 149,327 | +69,440+46.50% | Add | |
| IISHARES INCIEMG | 1.54% | 1.42% | $11.2M | 135,760 | $6.6M | 94,877 | +40,883+43.09% | Add |
