Portfolio moves
Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.
Dec 31, 2025 → Mar 31, 2026
Expand a category to see the positions behind it, ranked by weight.
No positions in this category.
No positions in this category.
No positions in this category.
| Security | Shares Dec 2025 | Shares Mar 2026 | Δ shares | End % | Δ value |
|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF VANGUARD TOTAL BOND MARKET | 92,218 | 85,947 | -6,271 | 38.52% | -$501.45K |
| Vanguard S&P 500 ETF | 5,661 | 5,600 | -61 | 20.37% | -$203.90K |
| Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF | 38,249 | 34,952 | -3,297 | 13.63% | -$149.69K |
| VANGUARD A S+P MIDCAP 400 INDEX FDVANGUARD S+P MID-CAP 400 ETF | 17,565 | 16,416 | -1,149 | 11.42% | -$87.09K |
| Vanguard Scottsdale Funds VNG RUS2000IDX | 15,332 | 14,714 | -618 | 8.97% | -$51.94K |
| VANGUARD FTSE EM | 14,652 | 13,688 | -964 | 4.50% | -$47.86K |
| Dreyfus Instl Resv PFD GOVT INSTL | 628,513 | 397,779 | -230,734 | 2.42% | -$230.73K |
| MONEY MARKET FUND | 397,814 | 27,384 | -370,430 | 0.17% | -$370.43K |
No positions in this category.
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