Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD TOTAL STOCK MARKET ETF | 10,583,798 | 10,551,380 | -32,418 | 2,511 | 2,742 | 36.51% | +232 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 40,170,244 | 41,761,577 | +1,591,333 | 1,924 | 2,095 | 27.89% | +171 |
| VANGUARD FTSE EMERGING MARKETS ETF | 15,726,198 | 16,700,703 | +974,505 | 646 | 698 | 9.29% | +51 |
| ISHARES GOLD TRUST(IAU) | 4,414,668 | 5,249,427 | +834,759 | 172 | 221 | 2.94% | +48 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF CORE INTL AGGR | 130 | 904,104 | +903,974 | 0 | 45 | 0.60% | +45 |
| ISHARES CORE S&P 500 ETF | 19 | 63,045 | +63,026 | 0 | 33 | 0.44% | +33 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 9,067,389 | 9,472,127 | +404,738 | 900 | 928 | 12.35% | +28 |
| ISHARES U.S. REAL ESTATE ETF | 3,910,049 | 4,133,691 | +223,642 | 357 | 372 | 4.95% | +14 |
| SPDR GOLD SHARES(GLD) | 1,382,368 | 1,313,236 | -69,132 | 264 | 270 | 3.60% | +6 |
| ISHARES TIPS BOND ETF | 1,128,413 | 1,007,055 | -121,358 | 121 | 108 | 1.44% | -13 |