Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares Russell Top 200 Growth ETF(IWY) | 296,224 | $86.1M | 27.51% |
| 2 | iShares Russell Top 200 Value ETF(IWX) | 550,641 | $57.9M | 18.51% |
| 3 | Vanguard Core Bond ETF(VCRB) | 464,660 | $35.9M | 11.47% |
| 4 | iShares Core US Aggregate Bond ETF(AGG) | 312,802 | $31.0M | 9.89% |
| 5 | iShares Russell Mid-Cap Value ETF(IWS) | 165,173 | $27.2M | 8.69% |
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% |
| 6 |
| iShares Core Msci Eafe ETF(IEFA) |
| 212,161 |
| $20.5M |
| 6.55% |
| 7 | iShares Russell Mid-Cap Growth ETF(IWP) | 85,212 | $12.5M | 3.99% |
| 8 | iShares Core Msci Emerging Markets ETF(IEMG) | 111,576 | $9.2M | 2.95% |
| 9 | Vanguard Russell 2000 ETF(VTWO) | 71,124 | $8.6M | 2.76% |
| 10 | iShares National Muni Bond ETF(MUB) | 62,199 | $6.7M | 2.14% |
| 100% |
| 0% |
Quarter-over-quarter position changes