Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Tax-Managed FDS(VEA) | 92,853 | $6.6M | 28.98% |
| 2 | Vanguard Index FDS(VOO) | 5,910 | $4.1M | 17.78% |
| 3 | Vanguard Intl Equity Index F(VWO) | 35,009 | $2.1M | 9.15% |
| 4 | Ishares TR(IWV) | 4,405 | $1.9M | 8.23% |
| 5 | Ishares TR(AGG) | 17,184 | $1.7M | 7.45% |
| 6 | Vanguard Scottsdale FDS(VCSH) | 21,409 | $1.7M | 7.41% |
| 7 | Ishares TR(SHYG) | 32,864 | $1.4M | 6.10% |
| 8 | Schwab Strategic TR(SCHP) | 39,247 | $1.0M | 4.56% |
| 9 | Vanguard Charlotte FDS(BNDX) | 20,139 | $975.3K | 4.27% |
| 10 | Vanguard Index FDS(VO) | 10,264 | $827.0K | 3.62% |
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% |
| 100% |
| 0% |
Quarter-over-quarter position changes