| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ARK Innovation ETF(ARKK) | 4,347 | $411.0K | 34.71% |
| 2 | Spdr S&P 500 ETF(SPY) | 419,185 | $199.1K | 16.82% |
| 3 | Vanguard Ftse Developed Markets ETF(VEA) | 2,087,742 | $106.6K | 9.00% |
| 4 | Vanguard S&P 500 ETF(VOO) | 199,160 | $86.9K | 7.34% |
| 5 | Vanguard Mid Cap(VO) | 245,430 | $62.5K | 5.28% |
| 6 | Ishares S&P 500 Index(IVV) | 108,112 | $51.6K | 4.36% |
| 7 | Vanguard Ftse Emerging Markets ETF(VWO) | 734,601 | $36.3K | 3.07% |
| 8 | Vanguard Small Cap ETF(VB) | 148,845 | $33.6K | 2.84% |
| 9 | Schwab International Equity ETF(SCHF) | 665,003 | $25.8K | 2.18% |
| 10 | Schwab Emerging Market EQ ETF(SCHE) | 846,767 | $25.1K | 2.12% |
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