| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IVV) | 829,521 | $159.9K | 36.16% |
| 2 | Vanguard Index FDS(VTI) | 542,078 | $53.5K | 12.11% |
| 3 | Vanguard TAX Managed Intl FD(VEA) | 970,536 | $34.6K | 7.83% |
| 4 | Vanguard Intl Equity Index F(VWO) | 722,982 | $23.9K | 5.41% |
| 5 | Ishares TR(EFA) | 413,139 | $23.7K | 5.36% |
| 6 | Ishares TR(IEF) | 209,229 | $22.6K | 5.11% |
| 7 | Ishares TR(IEFA) | 381,025 | $20.1K | 4.55% |
| 8 | Ishares Inc(IEMG) | 307,138 | $12.3K | 2.77% |
| 9 | Spdr S&P 500 ETF TR(SPY) | 56,319 | $10.8K | 2.44% |
| 10 | Ishares TR(IWM) | 95,710 | $10.5K | 2.36% |
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% |
| 100% |
| 0% |
Quarter-over-quarter position changes