- Positions
- 221
- Reported value
- $540.1M
- Opened
- 34
- Closed
- 11
- Other managers included
- 0
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
Quarters on file
- Sep 30, 2025$499.2M190 positions
- Dec 31, 2025$507.2M192 positions
- Mar 31, 2026$490.3M198 positions
- Jun 30, 2026$540.1M221 positions
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET ETFETF | 246.2K | +0.7% | $91.1M | 16.9% |
AAPLApple Inc. | 108.2K | +0.3% | $31.3M | 5.8% |
ISHARES CORE MSCI EAFE ETFETF | 322.7K |
