| Stock | Ownership Trend | Portfolio % | Prev Q % | Q4 2024 Value | Q4 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD WHITEHALL FDSVYM | 25.51% | 25.51% | $1.1M | 8,738 | $1.1M | 8,738 | 00.00% | Unchanged | |
| VVANGUARD SCOTTSDALE FDSBSV | 16.61% | 16.61% | $729,314 | 9,183 | $729,314 | 9,183 | 00.00% | Unchanged | |
| SSTATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK | 15.39% | 15.39% | $675,924 | 6,912 | $675,924 | 6,912 | 00.00% | Unchanged | |
| IISHARES TRPFF | 14.63% | 14.63% | $642,336 | 19,330 | $642,336 | 19,330 | 00.00% | Unchanged | |
| SSSGA ACTIVE ETF TRWIP | 14.36% | 14.36% | $630,688 | 15,234 | $630,688 | 15,234 | 00.00% | Unchanged | |
| VVANGUARD EMERGINGVWOB | 13.49% | 13.49% | $592,220 | 8,923 | $592,220 | 8,923 | 00.00% | Unchanged |
