Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IEFA) | 41,128 | $4.0M | 38.43% |
| 2 | Ishares TR(IJH) | 22,862 | $1.8M | 17.06% |
| 3 | Ishares TR(GOVT) | 72,841 | $1.7M | 16.05% |
| 4 | Ishares TR(IJR) | 8,259 | $1.2M | 11.85% |
| 5 | Ishares TR(IGSB) | 21,439 | $1.1M | 10.87% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 0.4% | 0.34% | -0.06% |
| Unclassified | 99.6% | 99.66% | +0.06% |
Quarter-over-quarter weight changes by market cap
| Ishares Inc(IEMG) |
| 6,739 |
| $558.3K |
| 5.40% |
| 7 | Loandepot Inc(LDI) | 27,727 | $34.7K | 0.34% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.6% | 99.66% | +0.06% |
| Small Cap | 0.4% | 0.34% | -0.06% |
Quarter-over-quarter position changes