Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Vanguard Scottsdale FdsINT TERM CORP INT-TERM CORP | 3,133,225 | 5,220,575 | +2,087,350 | $259.3K | $431.5K | 37.71% | +$172.2K |
| VanguardINDEX FDS TOTAL STK MKT | 1,233,045 | 1,056,900 | -176,145 | $395.6K | $391.1K | 34.18% | -$4.5K |
| Blackrock, Inc.ISHARES TR IBOXX HI YD ETF | 1,352,825 | 1,134,937 | -217,888 | $107.6K | $90.8K | 7.93% | -$16.9K |
| Invesco LtdINVESCO EXCH TRADED FD TR II SR LN ETF SR LN ETF | 3,597,095 | 4,205,600 | +608,505 | $73.4K | $85.7K | 7.49% | +$12.3K |
| Blackrock, Inc.INVESCO DB MULTI SECTOR COMM ENERGY FD | 2,371,880 | 755,710 | -1,616,170 | $258.5K | $82.4K | 7.20% | -$176.1K |
| State Street CorporationSSGA ACTIVE ETF TR BLACKSTONE SENR ST STR BL LN ETF | 1,495,085 | 1,554,851 | +59,766 | $60.0K | $62.6K | 5.48% | +$2.6K |