| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2024 Value | Q4 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INTL EQUITY INDEX FVT | 60.33% | 60.71% | $60.3M | 512,955 | $62.1M | 519,055 | -6,100-1.18% | Reduce | |
| IISHARES CORE INTERNATIONAL AGGREGATE BOND ETFAGG | 23.14% | 23.07% | $23.1M | 462,935 | $23.6M | 455,535 | +7,400+1.62% | Add | |
| IISHARES TRAGG | 16.53% | 16.22% | $16.5M | 170,360 | $16.6M | 163,960 | +6,400+3.90% | Add |