Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Total US Stock Market ETF(VTI) | 170,698 | $63.2M | 31.61% |
| 2 | Vanguard S&P 500 ETF(VOO) | 29,717 | $20.4M | 10.21% |
| 3 | Vanguard Ftse Developed Markets ETF(VEA) | 273,246 | $19.5M | 9.74% |
| 4 | Payoneer Global Inc(PAYO) | 2,390,975 | $17.0M | 8.52% |
| 5 | Intuit Com(INTU) | 39,254 | $10.2M | 5.13% |
Latest filing, equity positions only
| 6 |
| Vanguard Ftse Emerging Markets ETF(VWO) |
| 168,815 |
| $10.1M |
| 5.04% |
| 7 | iShares Gold Trust(IAU) | 102,542 | $7.7M | 3.88% |
| 8 | Spdr Developed World Ex-US ETF(SPDW) | 152,557 | $7.7M | 3.85% |
| 9 | Vanguard Growth Index Fund ETF(VUG) | 73,443 | $6.3M | 3.17% |
| 10 | Invesco S&P 500 Equal Weight ETF(RSP) | 22,256 | $4.7M | 2.37% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 19.61% | 16.84% | -2.77% |
| Unclassified | 75.05% | 77.74% | +2.69% |
| Communication Services | 1.63% | 1.72% | +0.09% |
| Energy | 0.29% | 0.22% | -0.07% |
| Financial Services | 1.08% | 1.14% | +0.06% |
| Industrials | 0.47% | 0.51% | +0.04% |
| Real Estate | 0.62% | 0.6% | -0.02% |
| Basic Materials | 0.17% | 0.18% | +0.01% |
| Consumer Defensive | 0.18% | 0.17% | -0.01% |
| Consumer Cyclical | 0.18% | 0.19% | +0.01% |
| Utilities | 0.01% | 0.01% | 0% |
| Healthcare | 0.7% | 0.7% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 75.05% | 77.74% | +2.69% |
| Large Cap | 12.83% | 8.9% | -3.93% |
| Small Cap | 7.55% | 8.58% | +1.03% |
| Mega Cap | 4.15% | 4.42% | +0.27% |
| Mid Cap | 0.41% | 0.37% | -0.04% |
| Micro Cap | 0% | 0% | 0% |
Quarter-over-quarter position changes