Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard BD Index FDS(BND) | 1,134,725 | $79.6M | 35.90% |
| 2 | Vanguard Star FDS(VXUS) | 395,899 | $33.6M | 15.17% |
| 3 | Vanguard Index FDS(VTI) | 80,582 | $30.2M | 13.60% |
| 4 | Vanguard Charlotte FDS(BNDX) | 584,566 | $27.4M | 12.36% |
| 5 | Vanguard Wellington FD(VFVA) | 172,021 | $25.9M | 11.69% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.08% | 98.88% | -0.2% |
| Vanguard Index FDS(VB) |
| 78,365 |
| $22.3M |
| 10.06% |
| 7 | Microsoft Corp(MSFT) | 1,679 | $861.3K | 0.39% |
| 8 | Berkshire Hathaway Inc del(BRK/B) | 1,523 | $758.4K | 0.34% |
| 9 | BP PLC(BP) | 12,003 | $528.0K | 0.24% |
| 10 | Apple Inc(AAPL) | 1,038 | $345.8K | 0.16% |
| Technology | 0.4% | 0.54% | +0.14% |
| Energy | 0.19% | 0.24% | +0.05% |
| Financial Services | 0.33% | 0.34% | +0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.08% | 98.88% | -0.2% |
| Mega Cap | 0.73% | 0.89% | +0.16% |
| Large Cap | 0.19% | 0.24% | +0.05% |
Quarter-over-quarter position changes