Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Total Stock Market EtfETF | 12,394,779 | 12,935,073 | +540,294 | $4.16M | $4.15M | 35.97% | -$5.9K |
| Vanguard Ftse Developed Markets EtfETF | 49,538,873 | 49,481,329 | -57,544 | $3.09M | $3.17M | 27.48% | +$76.1K |
| Ishares Core U.S. Aggregate Bond EtfETF | 11,159,114 | 11,513,352 | +354,238 | $1.11M | $1.14M | 9.91% | +$28.4K |
| Vanguard Ftse Emerging Markets EtfETF | 15,857,145 | 16,101,944 | +244,799 | $852.5K | $870.3K | 7.54% | +$17.8K |
| iShares Gold TrustETF(IAU) | 7,089,248 | 6,921,771 | -167,477 | $575.4K | $610.2K | 5.29% | +$34.8K |
| Ishares U.S. Real Estate EtfETF | 5,838,937 | 6,010,249 | +171,312 | $548.2K | $568.3K | 4.93% | +$20.1K |
| Ishares Core S&p 500 EtfETF | 563,199 | 640,705 | +77,506 | $385.8K | $418.5K | 3.63% | +$32.8K |
| Ishares Core International Aggregate Bond EtfETF CORE INTL AGGR | 5,046,330 | 6,048,314 | +1,001,984 | $252.4K | $302.7K | 2.62% | +$50.3K |
| SPDR Gold SharesETF(GLD) | 657,586 | 517,765 | -139,821 | $260.6K | $222.8K | 1.93% | -$37.8K |
| Ishares Tips Bond EtfETF | 692,532 | 654,936 | -37,596 | $76.1K | $72.3K | 0.63% | -$3.8K |
| SPDR Gold MiniSharesETF(GLDM) | 0 | 97,779 | +97,779 | $0 | $9.1K | 0.08% | +$9.1K |