| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard TAX Managed Intl FD(VEA) | 237,766 | $9.9K | 52.88% |
| 2 | Vanguard Intl Equity Index F(VT) | 73,372 | $5.5K | 29.41% |
| 3 | Schwab Strategic TR(SCHD) | 53,500 | $2.9K | 15.26% |
| 4 | Vanguard Group(VIG) | 1,919 | $221 | 1.18% |
| 5 | Amazon COM Inc(AMZN) | 113 | $214 | 1.14% |
| 6 | Innovate Biopharmaceuticls I | 19,610 | $23 | 0.12% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Consumer Cyclical | 1.07% | 1.14% | +0.07% |
| Unclassified | 98.93% | 98.86% | -0.07% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.93% | 98.86% | -0.07% |
| Mega Cap | 1.07% | 1.14% | +0.07% |
Quarter-over-quarter position changes