Style
GrowthTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Whitehall FDS(VYM) | 8,738 | $1.1M | 25.51% |
| 2 | Vanguard Scottsdale FDS(VCSH) | 9,183 | $729.3K | 16.61% |
| 3 | Spdr SER TR(JNK) | 6,912 | $675.9K | 15.39% |
| 4 | Ishares TR(PFF) | 19,330 | $642.3K | 14.63% |
| 5 | SSgA Active ETF TR(TOTL) | 15,234 | $630.7K | 14.36% |
| 6 |
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% |
| Vanguard Whitehall FDS(VWOB) |
| 8,923 |
| $592.2K |
| 13.49% |
| 100% |
| 0% |
Quarter-over-quarter position changes