Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 242,780 | $170.1K | 15.69% |
| 2 | Ishares Inc(IEMG) | 2,037,659 | $165.7K | 15.28% |
| 3 | State STR Spdr S&P 500 ETF T(SPY) | 161,923 | $123.4K | 11.38% |
| 4 | Vaneck ETF Trust(ANGL) | 4,309,819 | $120.2K | 11.09% |
| 5 | Vaneck ETF Trust(MOAT) | 1,107,967 | $117.1K | 10.80% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 0.81% | 0% | -0.81% |
| Unclassified | 99.19% | 100% | +0.81% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % |
|---|
| Invesco Exchange Traded FD T(RSP) |
| 328,428 |
| $68.3K |
| 6.30% |
| 7 | Ishares TR(IEFA) | 685,189 | $66.4K | 6.12% |
| 8 | Spdr Index SHS FDS(FEZ) | 802,765 | $54.3K | 5.01% |
| 9 | Vanguard Scottsdale FDS(VCIT) | 480,641 | $37.7K | 3.47% |
| 10 | Vanguard Whitehall FDS(VYM) | 200,033 | $31.0K | 2.86% |
| Change |
|---|
| Unclassified | 99.19% | 100% | +0.81% |
| Large Cap | 0.81% | 0% | -0.81% |
Quarter-over-quarter position changes