| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2024 Value | Q4 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| IISHARES 1-3 YEAR TREASURY BOND ETFSHY | 64.14% | 64% | $2.2M | 26,516 | $2.2M | 26,516 | 00.00% | Unchanged | |
![]() | 25.39% | 27.22% | $860,560 | 8,000 | $937,760 | 8,000 | 00.00% | Unchanged | |
![]() | 10.47% | 8.78% | $354,887 | 5,232 | $302,357 | 5,232 | 00.00% | Unchanged |