Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VanguardINDEX FDS TOTAL STK MKT | 1,042,140 | 1,154,095 | +111,955 | $316.7K | $378.7K | 83.23% | +$62.0K |
| State Street CorporationSSGA ACTIVE ETF TR BLACKSTONE SENR ST STR BL LN ETF | 1,564,215 | 1,564,215 | 0 | $65.1K | $65.0K | 14.29% | -$16 |
| Invesco LtdINVESCO EXCH TRADED FD TR II SR LN ETF SR LN ETF | 0 | 538,250 | +538,250 | $0 | $11.3K | 2.48% | +$11.3K |
| Blackrock, Inc.ISHARES TR IBOXX HI YD ETF | 100 | 100 | 0 | $8 | $8 | 0.00% | $0 |
| Amplify Energy Corp.NEW COM(AMPY) | 499 | 499 | 0 | $2 | $3 | 0.00% | +$1 |
| Lyondellbasell IndustriesN SHS A SHS - A - | 15 | 15 | 0 | $1 | $1 | 0.00% | $0 |