Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Strategic TR(SCHX) | 230,077 | $6.9M | 38.83% |
| 2 | Dimensional ETF Trust(DFAI) | 96,470 | $4.0M | 22.49% |
| 3 | Lazard Active ETF TR(IDEQ) | 101,626 | $3.6M | 20.02% |
| 4 | Dimensional ETF Trust(DISV) | 42,645 | $1.8M | 10.39% |
| 5 | American Centy ETF TR(AVUV) | 5,700 | $671.3K | 3.78% |
| 6 | State STR Spdr S&P 500 ETF T(SPY) | 569 | $433.9K | 2.44% |
| 7 | Vanguard Index FDS(VOO) | 512 | $365.1K | 2.05% |
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