Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Total Stock Market EtfETF | 10,583,798 | 10,551,380 | -32,418 | $2.51M | $2.74M | 36.51% | +$231.6K |
| Vanguard Ftse Developed Markets EtfETF | 40,170,244 | 41,761,577 | +1,591,333 | $1.92M | $2.10M | 27.89% | +$171.0K |
| Ishares Core U.S. Aggregate Bond EtfETF | 9,067,389 | 9,472,127 | +404,738 | $899.9K | $927.7K | 12.35% | +$27.8K |
| Vanguard Ftse Emerging Markets EtfETF | 15,726,198 | 16,700,703 | +974,505 | $646.3K | $697.6K | 9.29% | +$51.2K |
| Ishares U.S. Real Estate EtfETF | 3,910,049 | 4,133,691 | +223,642 | $357.4K | $371.6K | 4.95% | +$14.2K |
| SPDR Gold SharesETF(GLD) | 1,382,368 | 1,313,236 | -69,132 | $264.3K | $270.2K | 3.60% | +$5.9K |
| iShares Gold TrustETF(IAU) | 4,414,668 | 5,249,427 | +834,759 | $172.3K | $220.5K | 2.94% | +$48.2K |
| Ishares Tips Bond EtfETF | 1,128,413 | 1,007,055 | -121,358 | $121.3K | $108.2K | 1.44% | -$13.1K |
| Ishares Core International Aggregate Bond EtfETF CORE INTL AGGR | 130 | 904,104 | +903,974 | $6 | $45.2K | 0.60% | +$45.2K |
| Ishares Core S&p 500 EtfETF | 19 | 63,045 | +63,026 | $9 | $33.1K | 0.44% | +$33.1K |