Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bo(AGG) | 10,271,333 | $1.0B | 82.00% |
| 2 | Vanguard S&P 500 ETF(VOO) | 92,692 | $63.7M | 5.13% |
| 3 | iShares Short Duration Bond Ac(NEAR) | 490,400 | $24.8M | 2.00% |
| 4 | iShares Core S&P 500 ETF(IVV) | 27,334 | $20.5M | 1.65% |
| 5 | Vanguard Total International S(VXUS) | 221,656 | $18.9M | 1.53% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 0.03% | 0.02% | -0.01% |
| Unclassified | 99.97% | 99.98% | +0.01% |
Quarter-over-quarter weight changes by market cap
| 6 |
| Vanguard Short-Term Bond ETF(BSV) |
| 217,799 |
| $17.0M |
| 1.37% |
| 7 | Vanguard Total Bond Market ETF(BND) | 185,855 | $13.6M | 1.10% |
| 8 | Vanguard Long-Term Corporate B(VCLT) | 180,653 | $13.6M | 1.10% |
| 9 | Vanguard Intermediate-Term Cor(VCIT) | 162,657 | $13.4M | 1.08% |
| 10 | Vanguard Short-Term Corporate(VCSH) | 170,023 | $13.4M | 1.08% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.97% | 99.98% | +0.01% |
| Micro Cap | 0.03% | 0.02% | -0.01% |
Quarter-over-quarter position changes