Noler Stock

← Current OCIO holdings

OCIO Holdings Addition and Removal History

Changes are observation-bounded: an addition is the first retained snapshot containing a security after an earlier absence; a removal is the first retained snapshot where it is absent. Baseline holdings are not assigned invented historical addition dates.

Additions

TickerIssuerObserved dateChange
EFA 3 C110N/A2026-02-28Added / first present
QQQ 3 C635N/A2026-02-28Added / first present
SPY 3 C719N/A2026-02-28Added / first present
VCSHVanguard Short-Term Corporate2026-02-28Added / first present
VGSHVanguard Short-Term Treasury E2026-02-28Added / first present
VGTVanguard Information Technolog2026-02-28Added / first present
VOO 3 C665N/A2026-02-28Added / first present
VUG 3 C495N/A2026-02-28Added / first present
VWO 3 C62N/A2026-02-28Added / first present
XLK 3 C150N/A2026-02-28Added / first present

Removals

TickerIssuerObserved dateChange
BILState Street SPDR Bloomberg 1-2026-02-28Removed / first absent
IEF 12 C99N/A2026-02-28Removed / first absent
IVV 12 C705N/A2026-02-28Removed / first absent
QQQ 12 C645N/A2026-02-28Removed / first absent
SHYiShares 1-3 Year Treasury Bond2026-02-28Removed / first absent
SPY 12 C700N/A2026-02-28Removed / first absent
USMViShares MSCI USA Min Vol Facto2026-02-28Removed / first absent
VOO 12 C650N/A2026-02-28Removed / first absent
VTI 12 C345N/A2026-02-28Removed / first absent
VTV 12 C195N/A2026-02-28Removed / first absent
VUG 12 C510N/A2026-02-28Removed / first absent
XLK 12 C305N/A2026-02-28Removed / first absent