| Stock | Ownership Trend | Portfolio % | Prev Q % | Q3 2024 Value | Q3 2024 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| VVANGUARD INTL EQUITY INDEX FVT | 35.47% | 35.35% | $206.2M | 1.7M | $232.9M | 2.1M | -345,636-16.71% | Reduce | |
| IISHARES TRAGG | 23.1% | 25.32% | $134.3M | 1.3M | $166.9M | 1.7M | -393,331-22.88% | Reduce | |
| VVANGUARD INDEX FDSVOO | 22.98% | 23.75% | $133.5M | 253,092 | $156.5M | 312,893 | -59,801-19.11% | Reduce | |
| VVANGUARD SCOTTSDALE FDSVGIT | 16.86% | 14.2% | $98.0M | 1.6M | $93.6M | 1.6M | +14,816+0.92% | Add | |
| VVANECK ETF TRUSTGDE | 0.97% | 0.78% | $5.6M | 143,407 | $5.1M | 143,407 | 00.00% | Unchanged | |
![]() | 0.63% | 0.6% | $3.6M | 31,075 | $4.0M | 34,375 | -3,300-9.60% | Reduce |