| Stock | Ownership Trend | Portfolio % | Prev Q % | Q3 2024 Value | Q3 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| FFIDELITY MERRIMACK STR TRFBND | 35.92% | 12.4% | $414,064 | 8,859 | $926,502 | 20,621 | -11,762-57.04% | Reduce | |
| VVANGUARD SPECIALIZED FUNDSVIG | 23.77% | 3.36% | $274,044 | 1,384 | $251,344 | 1,377 | +7+0.51% | Add | |
| IISHARES TRICSH | 20.51% | — | $236,456 | 4,673 | $0 | 0 | +4,673 | New Buy | |
| IISHARES TRAOR | 19.79% | 2.9% | $228,133 | 3,851 | $216,888 | 3,851 | 00.00% | Unchanged |
