Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VTV) | 281,643 | $61.4M | 18.90% |
| 2 | Ishares TR(IEFA) | 491,811 | $47.5M | 14.62% |
| 3 | Vanguard Index FDS(VUG) | 530,376 | $45.7M | 14.07% |
| 4 | Vanguard Scottsdale FDS(VCIT) | 533,408 | $44.1M | 13.57% |
| 5 | BlackRock ETF Trust(DYNF) | 430,033 | $29.2M | 9.00% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|
| Vanguard Index FDS(VOO) |
| 23,575 |
| $16.2M |
| 4.99% |
| 7 | Ishares TR(IWS) | 92,765 | $15.3M | 4.70% |
| 8 | Ishares TR(IWP) | 103,129 | $15.1M | 4.65% |
| 9 | Vanguard Intl Equity Index F(VWO) | 236,869 | $14.1M | 4.35% |
| 10 | Schwab Strategic TR(SCHV) | 279,444 | $9.7M | 2.99% |
| Unclassified | 98.99% | 99.19% | +0.2% |
| Energy | 0.34% | 0.25% | -0.09% |
| Financial Services | 0.42% | 0.33% | -0.09% |
| Consumer Defensive | 0.14% | 0.13% | -0.01% |
| Industrials | 0.11% | 0.1% | -0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.99% | 99.19% | +0.2% |
| Mega Cap | 0.55% | 0.44% | -0.11% |
| Large Cap | 0.46% | 0.37% | -0.09% |
Quarter-over-quarter position changes