Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 2,754,197 | $1.9B | 27.30% |
| 2 | Vanguard Intl Equity Index F(VT) | 9,031,741 | $1.4B | 20.46% |
| 3 | Vanguard Tax-Managed Intl FD(VEA) | 9,431,210 | $672.0M | 9.70% |
| 4 | Vanguard Index FDS(VTI) | 1,678,930 | $621.3M | 8.97% |
| 5 | Vanguard Scottsdale FDS(VGIT) | 6,332,861 | $373.5M | 5.39% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Industrials | 0.32% | 0.05% | -0.27% |
| Unclassified | 99.68% | 99.95% | +0.27% |
Quarter-over-quarter weight changes by market cap
| 6 |
| Vanguard Malvern FDS(VTIP) |
| 5,683,131 |
| $285.5M |
| 4.12% |
| 7 | Vanguard Intl Equity Index F(VWO) | 3,083,657 | $184.1M | 2.66% |
| 8 | Vanguard Scottsdale FDS(VGLT) | 2,732,359 | $150.8M | 2.18% |
| 9 | Ishares TR(AGG) | 1,308,098 | $129.5M | 1.87% |
| 10 | Vanguard Scottsdale FDS(VGSH) | 1,835,215 | $106.8M | 1.54% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.68% | 99.95% | +0.27% |
| Large Cap | 0.32% | 0.05% | -0.27% |
Quarter-over-quarter position changes