Sector breakdown

04
Other/Unmapped 100.0%

Full portfolio 4 positions

05
Type Streak 8Q trend
VTI VANGUARD INDEX FUNDS $221,318,704 73.75% 598,094 $94,678,636 Up ×3
VGLT Vanguard Long-Term Treasury ETF $59,103,519 19.70% 1,071,104 $10,033,969 Up ×1
FLJP Franklin Templeton ETF Trust $13,067,534 4.35% 328,743 $1,173,612
VNQ VANGUARD SPECIALIZED FUNDS $6,598,512 2.20% 68,428 $528,948

Conviction holdings

08

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

SecurityValue% of portfolioStreak
VTI $221,318,704 73.75% up ×3

Top movers (QoQ)

10
SecurityActionShares ΔValue Δ
VTI Bought more +203K +$94.7M
VGLT Bought more +185K +$10.0M
FLJP Price move only +0 +$1.2M
VNQ Price move only +0 +$529K