Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VTI) | 29,389,176 | $10.9B | 37.00% |
| 2 | Vanguard Star FDS(VXUS) | 89,614,585 | $7.7B | 26.07% |
| 3 | Vanguard BD Index FDS(BND) | 62,713,498 | $4.6B | 15.66% |
| 4 | Vanguard Charlotte FDS(BNDX) | 58,846,335 | $2.8B | 9.70% |
| 5 | Vanguard World FD(ESGV) | 3,842,055 | $508.1M | 1.73% |
| 6 | Vanguard Index FDS(VOO) | 731,870 | $502.7M | 1.71% |
| 7 | Vanguard World FD(VSGX) | 4,128,548 | $339.9M | 1.16% |
| 8 | Vanguard Index FDS(VXF) | 1,356,739 | $334.0M | 1.14% |
| 9 | Vanguard Tax-Managed FDS(VEA) | 4,372,783 | $311.6M | 1.06% |
| 10 | Vanguard Intl Equity Index F(VEU) | 3,482,258 | $291.6M | 0.99% |
Latest filing, equity positions only
Quarter-over-quarter position changes
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Basic Materials | 0% | 0% | 0% |
| Communication Services | 0% | 0% | 0% |
| Consumer Cyclical | 0% | 0% | 0% |
| Consumer Defensive | 0% | 0% | 0% |
| Energy | 0% | 0% | 0% |
| Financial Services | 0% | 0% | 0% |
| Healthcare | 0% | 0% | 0% |
| Industrials | 0% | 0% | 0% |
| Real Estate | 0% | 0% | 0% |
| Technology | 0% | 0% | 0% |
| Unclassified | 100% | 100% | 0% |
| Utilities | 0% | 0% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 100% | 0% |
| Large Cap | 0% | 0% | 0% |
| Mega Cap | 0% | 0% | 0% |
| Micro Cap | 0% | 0% | 0% |
| Mid Cap | 0% | 0% | 0% |
| Small Cap | 0% | 0% | 0% |