| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INDEX FDSVOO | 65.8% | 69.89% | $319.3M | 464,837 | $223.6M | 374,237 | +90,600+24.21% | Add | |
| VVANGUARD INTL EQUITY INDEX FVGK | 16.86% | 14.98% | $81.8M | 923,743 | $47.9M | 581,343 | +342,400+58.90% | Add | |
| IISHARES INCEWJ | 8.71% | 7.59% | $42.2M | 452,952 | $24.3M | 287,652 | +165,300+57.47% | Add | |
| VVANGUARD FSTEVWO | 8.64% | 7.54% | $41.9M | 702,525 | $24.1M | 446,625 | +255,900+57.30% | Add |
