Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 245,901 | 444,296 | +198,395 | 19 | 35 | 16.24% | +16 |
| WISDOMTREE TR(WT) | 165,534 | 236,179 | +70,645 | 13 | 19 | 8.68% | +6 |
| VANGUARD MALVERN FDS | 108,828 | 206,959 | +98,131 | 5 | 10 | 4.78% | +5 |
| SCHWAB STRATEGIC TR | 0 | 201,351 | +201,351 | 0 | 5 | 2.33% | +5 |
| VANGUARD BD INDEX FDS | 44,230 | 78,121 | +33,891 | 3 | 6 | 2.83% | +3 |
| VANGUARD SPECIALIZED FUNDS | 152,077 | 161,091 | +9,014 | 30 | 31 | 14.47% | +1 |
| SCHWAB STRATEGIC TR | 100,595 | 127,063 | +26,468 | 3 | 4 | 1.62% | +1 |
| VANGUARD STAR FDS | 256,362 | 251,892 | -4,470 | 15 | 16 | 7.25% | +1 |
| VANGUARD INDEX FDS | 801,855 | 82,548 | -719,307 | 7 | 7 | 3.46% | 0 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,261 | +1,261 | 0 | 0 | 0.10% | 0 |
| SCHWAB STRATEGIC TR | 37,360 | 37,360 | 0 | 1 | 1 | 0.40% | 0 |
| AIR PRODS & CHEMS INC | 732 | 736 | +4 | 0 | 0 | 0.10% | 0 |
| APPLE INC(AAPL) | 1,096 | 1,129 | +33 | 0 | 0 | 0.12% | -0 |
| HOME DEPOT INC(HD) | 1,606 | 1,616 | +10 | 1 | 1 | 0.27% | -0 |
| SCHWAB STRATEGIC TR | 37,542 | 37,542 | 0 | 1 | 1 | 0.46% | -0 |
| MICROSOFT CORP(MSFT) | 1,783 | 1,786 | +3 | 1 | 1 | 0.31% | -0 |
| VANGUARD INDEX FDS | 5,200 | 5,200 | 0 | 1 | 1 | 0.53% | -0 |
| SCHWAB STRATEGIC TR | 1,293,934 | 1,338,998 | +45,064 | 30 | 30 | 13.69% | -0 |
| INVESCO QQQ TR | 896 | 0 | -896 | 0 | 0 | — | -0 |
| TESLA INC(TSLA) | 5,003 | 5,193 | +190 | 2 | 1 | 0.62% | -1 |
| VANGUARD INDEX FDS | 71,880 | 70,700 | -1,180 | 19 | 18 | 8.47% | -1 |
| SCHWAB STRATEGIC TR | 764,326 | 728,939 | -35,387 | 20 | 17 | 7.91% | -3 |
| VANGUARD BD INDEX FDS | 444,454 | 156,842 | -287,612 | 32 | 12 | 5.34% | -20 |