Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Intl Equity Index F(VT) | 954,731 | $149.8M | 50.59% |
| 2 | Vanguard Scottsdale FDS(VGSH) | 746,524 | $43.4M | 14.67% |
| 3 | Vanguard Index FDS(VTI) | 78,259 | $29.0M | 9.78% |
| 4 | Vanguard Scottsdale FDS(VGIT) | 272,570 | $16.1M | 5.43% |
| 5 | First TR Exchange-Traded FD(EMLP) | 356,136 | $15.5M | 5.23% |
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% |
| 6 |
| Ishares TR(SHV) |
| 93,669 |
| $10.3M |
| 3.49% |
| 7 | Vanguard Star FDS(VXUS) | 115,083 | $9.8M | 3.32% |
| 8 | Ishares Gold TR(IAU) | 129,807 | $9.8M | 3.31% |
| 9 | Ishares TR(AGG) | 23,009 | $2.3M | 0.77% |
| 10 | Invesco QQQ TR(QQQ) | 3,035 | $2.2M | 0.76% |
| 100% |
| 0% |
Quarter-over-quarter position changes