Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SCHWAB STRATEGIC TR | 1,372,684 | 1,369,520 | -3,164 | 35,196 | 40,305 | 32.44% | +5,109 |
| SCHWAB STRATEGIC TR | 495,543 | 493,878 | -1,665 | 15,342 | 18,209 | 14.66% | +2,867 |
| SCHWAB STRATEGIC TR | 689,634 | 690,596 | +962 | 17,068 | 19,130 | 15.40% | +2,061 |
| SCHWAB STRATEGIC TR | 214,685 | 215,853 | +1,168 | 7,074 | 7,827 | 6.30% | +753 |
| VANGUARD BD INDEX FDS | 501,939 | 505,910 | +3,971 | 36,963 | 37,139 | 29.90% | +176 |
| VANGUARD INDEX FDS | 1,658 | 1,582 | -76 | 991 | 1,087 | 0.87% | +96 |
| NVIDIA CORPORATION(NVDA) | 1,389 | 1,389 | 0 | 242 | 278 | 0.22% | +36 |
| APPLE INC(AAPL) | 883 | 883 | 0 | 224 | 256 | 0.21% | +31 |