Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Charles Schwab Corporation(SCHW) | 3,822,501 | 3,822,501 | 0 | 282,903 | 299,225 | 60.10% | +16,322 |
| Vanguard FTSE Developed MKT ETF | 677,158 | 674,201 | -2,957 | 32,382 | 34,270 | 6.88% | +1,888 |
| Franklin Bitcoin ETF(EZBC) | 0 | 34,465 | +34,465 | 0 | 1,646 | 0.33% | +1,646 |
| iShares Core MSCI EAFE CORE MSCI EAFE | 331,846 | 318,256 | -13,590 | 23,322 | 24,076 | 4.84% | +754 |
| Vanguard FTSE Emerging MKTS ETF | 294,396 | 220,778 | -73,618 | 12,965 | 9,992 | 2.01% | -2,973 |
| iShares Core MSCI Emerging Markets ETF CORE MSCI EMKT | 206,496 | 140,716 | -65,780 | 10,783 | 7,594 | 1.53% | -3,189 |
| iShares Core S&P 500 ETF | 218,303 | 215,496 | -2,807 | 128,511 | 121,087 | 24.32% | -7,423 |