Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 215,861 | 216,582 | +721 | 134,028 | 144,958 | 25.31% | +10,930 |
| VANGUARD TAX-MANAGED FDS | 678,027 | 681,269 | +3,242 | 38,654 | 40,822 | 7.13% | +2,167 |
| ISHARES TR CORE MSCI EAFE | 312,057 | 311,472 | -585 | 26,051 | 27,195 | 4.75% | +1,144 |
| VANGUARD INTL EQUITY INDEX F | 221,235 | 222,376 | +1,141 | 10,942 | 12,048 | 2.10% | +1,106 |
| ISHARES INC CORE MSCI EMKT | 138,636 | 137,837 | -799 | 8,322 | 9,086 | 1.59% | +764 |
| FRANKLIN TEMPLETON DIGITAL H(EZBC) | 34,465 | 34,465 | 0 | 2,151 | 2,282 | 0.40% | +131 |
| THE CHARLES SCHWAB CORPORATION(SCHW) | 3,822,501 | 3,522,501 | -300,000 | 348,765 | 336,293 | 58.72% | -12,472 |