| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VTI) | 484,671 | $140.5M | 42.28% |
| 2 | Schwab Strategic TR(SCHB) | 2,625,342 | $59.6M | 17.94% |
| 3 | Vanguard Scottsdale FDS(VCLT) | 285,688 | $21.4M | 6.43% |
| 4 | Ishares TR(IGLB) | 423,701 | $20.9M | 6.30% |
| 5 | Pimco ETF TR(CORP) | 133,817 | $12.7M | 3.83% |
| 6 | Vanguard Tax-Managed Funds(VEA) | 240,338 | $11.5M | 3.46% |
| 7 | Vanguard Whitehall FDS(VYM) | 62,304 | $7.9M | 2.39% |
| 8 | Ishares TR(IDV) | 267,395 | $7.3M | 2.20% |
| 9 | Vanguard BD Index FDS(BND) | 88,244 | $6.3M | 1.91% |
| 10 | Vanguard Scottsdale FDS(VGIT) | 104,602 | $6.1M | 1.83% |
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