Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF(VOO) | 1,278 | $877.8K | 42.48% |
| 2 | iShares Core S&P Small-Cap ETF(IJR) | 2,519 | $373.6K | 18.08% |
| 3 | Vanguard Ftse Developed Markets ETF(VEA) | 4,655 | $331.7K | 16.05% |
| 4 | State Street Spdr Portfolio Emerging Markets ETF(SPEM) | 4,496 | $232.8K | 11.26% |
| 5 | iShares Msci Eafe Small-Cap ETF(SCZ) | 1,614 | $132.8K | 6.42% |
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 |
| Global X 1-3 Month T-Bill ETF(CLIP) |
| 1,176 |
| $118.0K |
| 5.71% |
| 100% |
| 0% |
Quarter-over-quarter position changes