Style
—Turnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IEF) | 290,000 | $28.0K | 8.76% |
| 2 | Vanguard Scottsdale FDS(VGIT) | 395,000 | $23.7K | 7.42% |
| 3 | Ishares TR(SHY) | 265,000 | $22.0K | 6.88% |
| 4 | Ishares TR(IEI) | 180,000 | $21.5K | 6.73% |
| 5 | Ishares TR(SHV) | 185,000 | $20.4K | 6.40% |
| 6 |
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% |
| Schwab Strategic TR(SCHI) |
| 730,000 |
| $16.8K |
| 5.27% |
| 7 | Ishares TR(IGIB) | 299,554 | $16.2K | 5.07% |
| 8 | Vanguard Scottsdale FDS(VCIT) | 186,000 | $15.6K | 4.90% |
| 9 | Ishares TR(IGSB) | 257,000 | $13.6K | 4.27% |
| 10 | Spdr Series Trust(SPIB) | 400,000 | $13.6K | 4.24% |
| 100% |
| 0% |
Quarter-over-quarter position changes