Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES INC CORE MSCI EMKT | 139,847 | 136,597 | -3,250 | 9,401 | 9,528 | 1.67% | +127 |
| ISHARES TR | 217,296 | 228,018 | +10,722 | 148,835 | 148,943 | 26.10% | +108 |
| VANGUARD INTL EQUITY INDEX F | 226,667 | 226,667 | 0 | 12,186 | 12,251 | 2.15% | +66 |
| ISHARES TR CORE MSCI EAFE | 316,577 | 311,497 | -5,080 | 28,321 | 28,200 | 4.94% | -121 |
| FRANKLIN TEMPLETON DIGITAL H(EZBC) | 34,465 | 34,465 | 0 | 1,744 | 1,351 | 0.24% | -393 |
| VANGUARD TAX-MANAGED FDS | 692,632 | 615,193 | -77,439 | 43,269 | 39,422 | 6.91% | -3,847 |
| THE CHARLES SCHWAB CORPORATION(SCHW) | 3,522,501 | 3,522,501 | 0 | 351,933 | 331,045 | 58.00% | -20,888 |