Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Blackrock, Inc. | 42,626 | 43,321 | +695 | 4,228 | 4,387 | 8.88% | +159 |
| Blackrock, Inc. | 102,530 | 102,985 | +455 | 5,238 | 5,337 | 10.80% | +98 |
| VANGUARD TAX-MANAGED FDS | 214,948 | 226,810 | +11,862 | 12,254 | 11,978 | 24.24% | -276 |
| VANGUARD INDEX FDS | 93,326 | 97,901 | +4,575 | 28,365 | 27,722 | 56.09% | -643 |