Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VV) | 108,982 | $38.3M | 17.10% |
| 2 | Vanguard Index FDS(VTI) | 80,845 | $30.3M | 13.49% |
| 3 | Ishares TR(EFA) | 278,590 | $28.9M | 12.91% |
| 4 | Vanguard Tax-Managed FDS(VEA) | 306,975 | $21.7M | 9.66% |
| 5 | Ishares TR(IWB) | 42,556 | $17.7M | 7.90% |
| 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 Index FDS(VTV) |
| 74,917 |
| $16.2M |
| 7.22% |
| 7 | Ishares TR(IWM) | 50,522 | $14.0M | 6.26% |
| 8 | Vanguard Index FDS(VUG) | 121,050 | $10.9M | 4.86% |
| 9 | Vanguard Star FDS(VXUS) | 110,240 | $9.4M | 4.18% |
| 10 | Vanguard Index FDS(VB) | 30,671 | $8.7M | 3.89% |
| 100% |
| 0% |
Quarter-over-quarter position changes