Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Invesco Exchange Traded FD T(RSP) | 155,322 | $32.3M | 22.14% |
| 2 | Ishares TR(IJR) | 228,406 | $31.1M | 21.29% |
| 3 | Ishares TR(IJH) | 368,137 | $26.5M | 18.15% |
| 4 | Ishares TR(SCZ) | 107,934 | $9.1M | 6.24% |
| 5 | Ishares TR(IEFA) | 76,067 | $7.4M | 5.05% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 0.14% | 0.32% | +0.18% |
| Unclassified | 99.86% | 99.68% | -0.18% |
Quarter-over-quarter weight changes by market cap
| Ishares TR(IJT) |
| 27,689 |
| $4.4M |
| 3.04% |
| 7 | Ishares TR(IJS) | 34,133 | $4.4M | 3.00% |
| 8 | Ishares TR(IJK) | 35,306 | $3.9M | 2.65% |
| 9 | Ishares TR(IJJ) | 27,559 | $3.8M | 2.60% |
| 10 | Ishares TR(EFA) | 32,827 | $3.4M | 2.34% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.86% | 99.68% | -0.18% |
| Mega Cap | 0.14% | 0.32% | +0.18% |
Quarter-over-quarter position changes