Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 1,174,228 | $823.0M | 49.65% |
| 2 | Vanguard Star FDS(VXUS) | 2,805,090 | $238.3M | 14.38% |
| 3 | Vanguard Scottsdale FDS(VCSH) | 1,009,010 | $77.9M | 4.70% |
| 4 | Vanguard BD Index FDS(VUSB) | 1,499,700 | $74.3M | 4.48% |
| 5 | TCW ETF Trust(VOTE) | 817,456 | $73.6M | 4.44% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|
| Vanguard Scottsdale FDS(VMBS) |
| 950,270 |
| $42.2M |
| 2.55% |
| 7 | Ishares TR(EFV) | 454,025 | $35.9M | 2.17% |
| 8 | Vanguard Intl Equity Index F(VPL) | 302,785 | $35.1M | 2.12% |
| 9 | Vanguard World FD(ESGV) | 248,852 | $33.7M | 2.03% |
| 10 | Select Sector Spdr TR(XLE) | 389,000 | $23.9M | 1.44% |
| Unclassified | 98.53% | 98.95% | +0.42% |
| Basic Materials | 0.51% | 0.31% | -0.2% |
| Industrials | 0.63% | 0.45% | -0.18% |
| Utilities | 0.31% | 0.27% | -0.04% |
| Consumer Defensive | 0.03% | 0.02% | -0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.53% | 98.95% | +0.42% |
| Mid Cap | 1.45% | 1.03% | -0.42% |
| Mega Cap | 0.03% | 0.02% | -0.01% |
Quarter-over-quarter position changes