Style
Aggressive GrowthTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Apple Inc.(AAPL) | 26,902 | $5.7M | 94.56% |
| 2 | Vanguard Total Stock Market ETF(VTI) | 459,557 | $122.9K | 2.05% |
| 3 | Vanguard Ftse Developed Markets ETF(VEA) | 1,073,577 | $53.1K | 0.89% |
| 4 | Vanguard Ftse Emerging Markets ETF(VWO) | 618,166 | $27.1K | 0.45% |
| 5 | Ishares Msci Eafe Index ETF(EFA) | 227,962 | $17.9K | 0.30% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector |
|---|
| 6 |
| Berkshire Hathaway (Class B)(BRK/B) |
| 32,969 |
| $13.4K |
| 0.22% |
| 7 | Ishares Core Msci Eafe ETF(IEFA) | 184,128 | $13.4K | 0.22% |
| 8 | Ishares Russell 3000 Index ETF(IWV) | 35,325 | $10.9K | 0.18% |
| 9 | Ishares DOW Jones U.S. Real Estate ETF(IYR) | 123,603 | $10.8K | 0.18% |
| 10 | Schwab US Broad Market ETF(SCHB) | 158,967 | $10.0K | 0.17% |
| Prev % |
|---|
| Curr % |
|---|
| Change |
|---|
| Technology | 93.55% | 94.65% | +1.1% |
| Unclassified | 6.01% | 5% | -1.01% |
| Financial Services | 0.41% | 0.33% | -0.08% |
| Consumer Cyclical | 0.01% | 0% | -0.01% |
| Energy | 0.01% | 0% | -0.01% |
| Communication Services | 0.01% | 0.01% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Mega Cap | 93.84% | 94.89% | +1.05% |
| Unclassified | 6.01% | 5% | -1.01% |
| Mid Cap | 0.12% | 0.09% | -0.03% |
| Large Cap | 0.03% | 0.01% | -0.02% |
| Small Cap | 0% | 0% | 0% |
Quarter-over-quarter position changes