| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(SHV) | 18,183,727 | $2.0M | 31.24% |
| 2 | Ishares TR(AGG) | 12,060,440 | $1.2M | 18.15% |
| 3 | Vanguard BD Index FD Inc(BND) | 14,164,976 | $1.0M | 15.78% |
| 4 | Vanguard Index FDS(VTI) | 5,481,942 | $983.8K | 15.37% |
| 5 | Vanguard TAX Managed Intl FD(VEA) | 14,587,039 | $530.4K | 8.28% |
| 6 | Ishares TR(ITOT) | 4,209,995 | $334.9K | 5.23% |
| 7 | Schwab Strategic TR(SCHB) | 3,294,953 | $138.4K | 2.16% |
| 8 | Vanguard Intl Equity Index F(VWO) | 3,656,397 | $133.4K | 2.08% |
| 9 | Schwab Strategic TR(SCHZ) | 2,420,294 | $109.7K | 1.71% |
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