Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VV) | 65,130 | $22.9M | 12.20% |
| 2 | Vanguard Tax-Managed FDS(VEA) | 321,626 | $22.7M | 12.09% |
| 3 | Vanguard BD Index FDS(BND) | 311,901 | $21.9M | 11.65% |
| 4 | Vanguard MUN BD FDS(VTEB) | 460,733 | $21.8M | 11.62% |
| 5 | Vanguard Index FDS(VB) | 58,074 | $16.5M | 8.80% |
| 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% |
| Vanguard Malvern FDS(VTIP) |
| 316,500 |
| $15.6M |
| 8.29% |
| 7 | Vanguard Charlotte FDS(BNDX) | 323,143 | $15.1M | 8.06% |
| 8 | Vanguard Index FDS(VTV) | 53,188 | $11.5M | 6.12% |
| 9 | Vanguard Index FDS(VNQ) | 116,928 | $10.5M | 5.58% |
| 10 | Vanguard Intl Equity Index F(VWO) | 173,000 | $10.3M | 5.46% |
| 100% |
| 0% |
Quarter-over-quarter position changes