Style
—Turnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IVW) | 371,664 | $37.7M | 20.18% |
| 2 | Ishares TR(IVE) | 190,181 | $36.3M | 19.41% |
| 3 | Ishares TR(LQD) | 225,032 | $24.0M | 12.86% |
| 4 | Ishares TR(TLH) | 118,825 | $11.8M | 6.32% |
| 5 | Ishares TR(IJR) | 96,471 | $11.1M | 5.94% |
| 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% |
| Select Sector Spdr TR(XLK) |
| 45,542 |
| $10.6M |
| 5.66% |
| 7 | Ishares TR(IGIB) | 186,364 | $9.6M | 5.13% |
| 8 | Ishares TR(USHY) | 202,822 | $7.5M | 3.99% |
| 9 | Vanguard Index FDS(VNQ) | 81,788 | $7.3M | 3.90% |
| 10 | Ishares TR(IXUS) | 97,863 | $6.5M | 3.46% |
| 100% |
| 0% |
Quarter-over-quarter position changes