Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Index FdsTotal Stock Market | 93,326 | 97,901 | +4,575 | $28.36M | $27.72M | 56.09% | -$642.9K |
| Vanguard Tax-Managed FdsFTSE DEV MKT ETF | 214,948 | 226,810 | +11,862 | $12.25M | $11.98M | 24.24% | -$276.3K |
| Blackrock, Inc.ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 102,530 | 102,985 | +455 | $5.24M | $5.34M | 10.80% | +$98.4K |
| Blackrock, Inc.ISHARES CORE U S AGGREGATE BOND ETF | 42,626 | 43,321 | +695 | $4.23M | $4.39M | 8.88% | +$158.6K |