Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Total Stock Market EtfETF | 11,372,065 | 11,111,500 | -260,565 | $3.22M | $3.22M | 37.44% | +$110 |
| Vanguard Ftse Developed Markets EtfETF | 46,095,601 | 49,426,996 | +3,331,395 | $2.43M | $2.36M | 27.48% | -$70.7K |
| Ishares Core U.S. Aggregate Bond EtfETF | 9,862,677 | 10,070,637 | +207,960 | $998.8K | $975.8K | 11.34% | -$22.9K |
| Vanguard Ftse Emerging Markets EtfETF | 16,080,266 | 16,165,516 | +85,250 | $769.4K | $711.9K | 8.28% | -$57.5K |
| Ishares U.S. Real Estate EtfETF | 4,387,956 | 4,456,004 | +68,048 | $447.0K | $414.7K | 4.82% | -$32.3K |
| iShares Gold TrustETF(IAU) | 5,782,790 | 5,924,001 | +141,211 | $287.4K | $293.3K | 3.41% | +$5.9K |
| SPDR Gold SharesETF(GLD) | 1,037,738 | 982,798 | -54,940 | $252.2K | $238.0K | 2.77% | -$14.3K |
| Ishares Core S&p 500 EtfETF | 215,534 | 283,584 | +68,050 | $124.3K | $166.9K | 1.94% | +$42.6K |
| Ishares Core International Aggregate Bond EtfETF CORE INTL AGGR | 2,092,315 | 2,557,308 | +464,993 | $108.4K | $127.7K | 1.48% | +$19.2K |
| Ishares Tips Bond EtfETF | 884,044 | 841,524 | -42,520 | $97.7K | $89.7K | 1.04% | -$8.0K |