Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VUG) | 4,071,643 | $350.7M | 8.98% |
| 2 | Vanguard Index FDS(VTV) | 1,465,806 | $319.4M | 8.18% |
| 3 | Vanguard BD Index FDS(BSV) | 3,979,162 | $310.0M | 7.93% |
| 4 | Vanguard Index FDS(VTI) | 817,971 | $302.7M | 7.75% |
| 5 | Vanguard Intl Equity Index F(VEU) | 3,294,439 | $275.9M | 7.06% |
| 6 | Vanguard Index FDS(VOO) | 380,227 | $261.1M | 6.68% |
| 7 | Schwab Strategic TR(SCHP) | 9,439,565 | $250.1M | 6.40% |
| 8 | Vanguard Charlotte FDS(BNDX) | 4,815,071 | $233.2M | 5.97% |
| 9 | Vanguard BD Index FDS(BLV) | 2,750,787 | $189.6M | 4.85% |
| 10 | Vanguard Tax-Managed FDS(VEA) | 2,629,796 | $187.4M | 4.80% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% |
| 100% |
| 0% |
Quarter-over-quarter position changes