| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Avantis U.S. Small Cap Value ETF(AVUV) | 31,430 | $2.8M | 91.24% |
| 2 | Ishares Core U.S. Aggregate Bond ETF(AGG) | 468,671 | $46.5K | 1.50% |
| 3 | Vanguard Dividend Appreciation ETF(VIG) | 119,539 | $20.4K | 0.66% |
| 4 | Ishares Core S&P 500 ETF(IVV) | 28,625 | $13.7K | 0.44% |
| 5 | Ishares S&P 500 Growth ETF(IVW) | 175,092 | $13.1K | 0.43% |
| 6 | Vanguard International Dividend Appreciation ETF(VIGI) | 162,939 | $12.9K | 0.42% |
| 7 | Spdr S&P Dividend ETF(SDY) | 85,162 | $10.6K | 0.34% |
| 8 | Wisdomtree Emerging Markets Smallcap Dividend Fund(DGS) | 205,081 | $10.2K | 0.33% |
| 9 | Wisdomtree US Quality Dividend Growth Fund(DGRW) | 145,223 | $10.2K | 0.33% |
| 10 | Wisdomtree U.S. Smallcap Dividend Fund(DES) | 284,436 | $9.2K | 0.30% |
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% |
| 100% |
| 0% |
Quarter-over-quarter position changes