Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 326,076 | $224.0M | 57.36% |
| 2 | Vanguard Star FDS(VXUS) | 1,918,164 | $164.0M | 42.00% |
| 3 | Offerpad Solutions Inc(OPAD) | 511,931 | $2.5M | 0.65% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Real Estate | 0.91% | 0% | -0.91% |
| Unclassified | 99.09% | 100% | +0.91% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % |
|---|
| Change |
|---|
| Unclassified | 99.09% | 100% | +0.91% |
| Micro Cap | 0.91% | 0% | -0.91% |
Quarter-over-quarter position changes