| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2024 Value | Q2 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| IISHARES TRIVV | 74.43% | 74.24% | $82.0M | 149,919 | $104.2M | 198,162 | -48,243-24.35% | Reduce | |
| IISHARES TRAGG | 22.22% | 17.61% | $24.5M | 252,278 | $24.7M | 252,278 | 00.00% | Unchanged | |
| IISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGLB | 3.36% | 8.15% | $3.7M | 73,975 | $11.4M | 221,925 | -147,950-66.67% | Reduce |