| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VTI) | 465,461 | $83.5K | 17.99% |
| 2 | Vanguard Tax-Managed FDS(VEA) | 1,640,180 | $59.6K | 12.85% |
| 3 | Vanguard Intl Equity Index F(VEU) | 1,321,308 | $58.6K | 12.63% |
| 4 | Vanguard Index FDS(VNQ) | 708,712 | $56.8K | 12.24% |
| 5 | Ishares TR(USRT) | 744,472 | $35.4K | 7.62% |
| 6 | Ishares TR(IWV) | 159,847 | $33.1K | 7.13% |
| 7 | Vanguard Intl Equity Index F(VWO) | 723,939 | $26.4K | 5.69% |
| 8 | Ishares TR(IYR) | 271,661 | $22.1K | 4.76% |
| 9 | Ishares Inc(IEMG) | 486,351 | $20.9K | 4.50% |
| 10 | Ishares TR(IEFA) | 265,675 | $14.0K | 3.01% |
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