| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 106,050 | $44.0K | 27.31% |
| 2 | Schwab Strategic TR(SCHF) | 526,403 | $19.3K | 11.99% |
| 3 | Schwab Strategic TR(SCHP) | 230,030 | $14.0K | 8.66% |
| 4 | Ishares TR(REET) | 368,543 | $10.8K | 6.68% |
| 5 | Vanguard BD Index FDS(BND) | 102,556 | $8.2K | 5.06% |
| 6 | Ishares TR(IEFA) | 90,054 | $6.3K | 3.88% |
| 7 | Ishares TR(IGF) | 118,424 | $6.0K | 3.74% |
| 8 | Vanguard Intl Equity Index F(VWO) | 129,720 | $6.0K | 3.71% |
| 9 | Ishares TR(IJR) | 43,828 | $4.7K | 2.93% |
| 10 | Ishares TR(EFA) | 54,817 | $4.0K | 2.50% |
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