| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares(IWF) | 683,262 | $68.6K | 72.97% |
| 2 | Ishares(IWM) | 61,182 | $7.0K | 7.49% |
| 3 | Vanguard Intl Equity Index F(VWO) | 163,674 | $5.8K | 6.14% |
| 4 | Spdr Gold Trust(GLD) | 29,370 | $3.7K | 3.95% |
| 5 | Spdr S&P 500 ETF TR(SPY) | 16,594 | $3.5K | 3.70% |
| 6 | Ishares(EEM) | 99,484 | $3.4K | 3.64% |
| 7 | Ishares(IWN) | 14,971 | $1.5K | 1.55% |
| 8 | Colgate Palmolive Co(CL) | 4,153 | $304 | 0.32% |
| 9 | C H Robinson Worldwide Inc(CHRW) | 3,146 | $234 | 0.25% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Defensive | 0.34% | 0.32% | -0.02% |
| Unclassified | 99.41% | 99.43% | +0.02% |
| Industrials | 0.25% | 0.25% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.41% | 99.43% | +0.02% |
| Large Cap | 0.59% | 0.57% | -0.02% |
Quarter-over-quarter position changes