Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard BD Index FDS(BSV) | 861,105 | $67.1M | 21.46% |
| 2 | Vanguard Tax-Managed FDS(VEA) | 619,357 | $44.1M | 14.12% |
| 3 | Vanguard Scottsdale FDS(VONG) | 307,150 | $39.3M | 12.56% |
| 4 | Vanguard Scottsdale FDS(VONV) | 308,428 | $32.8M | 10.49% |
| 5 | Vanguard BD Index FDS(BIV) | 334,344 | $25.6M | 8.20% |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|
| 6 |
| Vanguard Scottsdale FDS(VMBS) |
| 345,088 |
| $16.2M |
| 5.17% |
| 7 | Vanguard Intl Equity Index F(VWO) | 252,376 | $15.1M | 4.82% |
| 8 | Vanguard Specialized Funds(VIG) | 36,051 | $8.5M | 2.73% |
| 9 | Vanguard Scottsdale FDS(VTWO) | 55,465 | $6.7M | 2.15% |
| 10 | Vanguard Index FDS(VTV) | 26,772 | $5.8M | 1.87% |
| Healthcare | 0.12% | 0.09% | -0.03% |
| Financial Services | 0.08% | 0.09% | +0.01% |
| Unclassified | 99.54% | 99.55% | +0.01% |
| Basic Materials | 0.07% | 0.07% | 0% |
| Industrials | 0.2% | 0.2% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.54% | 99.55% | +0.01% |
| Large Cap | 0.46% | 0.45% | -0.01% |
Quarter-over-quarter position changes