Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD BD INDEX FDS | 491,967 | 501,939 | +9,972 | 36,440 | 36,963 | 32.68% | +523 |
| APPLE INC(AAPL) | 883 | 883 | 0 | 240 | 224 | 0.20% | -16 |
| NVIDIA CORPORATION(NVDA) | 1,389 | 1,389 | 0 | 259 | 242 | 0.21% | -17 |
| VANGUARD INDEX FDS | 1,736 | 1,658 | -78 | 1,089 | 991 | 0.88% | -98 |
| SCHWAB STRATEGIC TR | 517,868 | 495,543 | -22,325 | 15,572 | 15,342 | 13.57% | -230 |
| SCHWAB STRATEGIC TR | 719,597 | 689,634 | -29,963 | 17,299 | 17,068 | 15.09% | -231 |
| SCHWAB STRATEGIC TR | 223,677 | 214,685 | -8,992 | 7,325 | 7,074 | 6.25% | -252 |
| SCHWAB STRATEGIC TR | 1,404,347 | 1,372,684 | -31,663 | 37,791 | 35,196 | 31.12% | -2,595 |