| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares S&P 500 Growth(IVW) | 2,968,514 | $425.7K | 23.17% |
| 2 | iShares S&P 500 Value(IVE) | 3,450,809 | $372.4K | 20.26% |
| 3 | iShares Core US Aggregate Bond(AGG) | 2,546,968 | $279.1K | 15.19% |
| 4 | iShares Tr Core Msci Eafe(IEFA) | 3,753,769 | $240.9K | 13.11% |
| 5 | iShares Core S&P Mid-Cap(IJH) | 956,515 | $171.1K | 9.31% |
| 6 | iShares iBoxx $ High Yield Corporate Bd(HYG) | 1,439,362 | $127.8K | 6.95% |
| 7 | iShares Tips Bond(TIP) | 1,025,453 | $116.5K | 6.34% |
| 8 | iShares Core S&P Small-Cap(IJR) | 1,404,541 | $104.2K | 5.67% |
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