Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 89,306 | 87,378 | -1,928 | 28,651 | 32,331 | 14.04% | +3,680 |
| VANGUARD INDEX FDS | 85,257 | 83,316 | -1,941 | 22,335 | 25,260 | 10.97% | +2,924 |
| VANGUARD STAR FDS | 412,590 | 405,599 | -6,991 | 31,814 | 34,674 | 15.05% | +2,860 |
| VANGUARD WELLINGTON FD | 198,475 | 195,002 | -3,473 | 26,717 | 28,944 | 12.57% | +2,227 |
| VANGUARD CHARLOTTE FDS TOTAL INT BD ETF | 558,338 | 559,901 | +1,563 | 26,828 | 27,116 | 11.77% | +288 |
| BERKSHIRE HATHAWAY INC DEL | 1,156 | 1,523 | +367 | 554 | 762 | 0.33% | +208 |
| VANGUARD BD INDEX FDS | 1,079,257 | 1,085,432 | +6,175 | 79,477 | 79,681 | 34.59% | +204 |
| APPLE INC(AAPL) | 1,387 | 1,037 | -350 | 352 | 300 | 0.13% | -52 |
| ISHARES SILVER TR(SLV) | 4,020 | 4,020 | 0 | 274 | 215 | 0.09% | -59 |
| MICROSOFT CORP(MSFT) | 2,045 | 1,676 | -369 | 757 | 625 | 0.27% | -132 |
| BP PLC(BP) | 15,416 | 11,867 | -3,549 | 725 | 438 | 0.19% | -286 |