Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOE) | 1,227,780 | $240.1M | 13.71% |
| 2 | Vanguard Index FDS(VUG) | 2,403,760 | $216.6M | 12.37% |
| 3 | Vanguard Index FDS(VTV) | 969,840 | $209.6M | 11.97% |
| 4 | Vanguard Index FDS(VOT) | 689,650 | $201.4M | 11.51% |
| 5 | Ishares TR(IWS) | 680,980 | $109.5M | 6.25% |
| 6 |
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% |
| Vanguard Index FDS(VBR) |
| 466,502 |
| $107.8M |
| 6.16% |
| 7 | Ishares TR(IWD) | 394,433 | $97.8M | 5.59% |
| 8 | Ishares TR(IWF) | 765,350 | $95.9M | 5.48% |
| 9 | Ishares TR(IWP) | 633,950 | $87.3M | 4.99% |
| 10 | Spdr Series Trust(SPTI) | 2,928,146 | $79.9M | 4.56% |
| 100% |
| 0% |
Quarter-over-quarter position changes