| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 42.47% | 42.94% | $877,835 | 1,278 | $569,526 | 953 | +325+34.10% | Add | |
| IISHARES COREIJR | 18.08% | 18.85% | $373,643 | 2,519 | $250,050 | 2,012 | +507+25.20% | Add | |
| VVANGUARD FTSEVEA | 16.05% | 17.02% | $331,662 | 4,655 | $225,786 | 3,524 | +1,131+32.09% | Add | |
| SSPDR INDEX SHS FDSSPEM | 11.26% | 11.91% | $232,794 | 4,496 | $157,939 | 3,367 | +1,129+33.53% | Add | |
| IISHARES MSCI EAFE SMALL-CAP ETFSCZ | 6.42% | — | $132,750 | 1,614 | $0 | 0 | +1,614 | New Buy | |
| GGLOBAL X FDSCLIP | 5.71% | 9.27% | $118,027 | 1,176 | $122,961 | 1,225 | -49-4.00% | Reduce |
