Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VTI) | 80,776 | $30.2M | 18.91% |
| 2 | Schwab Strategic TR(SCHG) | 317,753 | $11.4M | 7.14% |
| 3 | American Centy ETF TR(AVDE) | 113,957 | $10.3M | 6.42% |
| 4 | First TR Exchng Traded FD VI(UCON) | 414,586 | $9.8M | 6.16% |
| 5 | Ishares TR(DGRO) | 127,452 | $9.6M | 6.01% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 0.53% | 0.42% | -0.11% |
| Unclassified | 99.47% | 99.58% | +0.11% |
Quarter-over-quarter weight changes by market cap
| Schwab Strategic TR(SCHD) |
| 262,714 |
| $8.5M |
| 5.35% |
| 7 | Pimco ETF TR(BOND) | 95,299 | $8.3M | 5.19% |
| 8 | Schwab Strategic TR(SCHZ) | 373,862 | $8.3M | 5.17% |
| 9 | First TR Exchange-Traded FD(LMBS) | 170,481 | $8.3M | 5.17% |
| 10 | First TR Exchange Traded FD(RDVY) | 99,852 | $7.8M | 4.89% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.47% | 99.58% | +0.11% |
| Mega Cap | 0.53% | 0.42% | -0.11% |
Quarter-over-quarter position changes