Style
ETFTurnover
Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab Strategic TR(SCHX) | 796,255 | $20.4M | 13.49% |
| 2 | Schwab Strategic TR(SCHA) | 693,487 | $20.2M | 13.33% |
| 3 | Schwab Strategic TR(SCHM) | 434,539 | $13.5M | 8.89% |
| 4 | TCW ETF Trust(FLXR) | 335,656 | $13.2M | 8.71% |
| 5 | Schwab Strategic TR(SCHC) | 267,152 | $12.5M | 8.25% |
| 6 |
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% |
| Schwab Strategic TR(SCHF) |
| 502,737 |
| $12.4M |
| 8.22% |
| 7 | Schwab Strategic TR(SCHI) | 468,681 | $10.6M | 7.02% |
| 8 | Spdr SER TR(SPLB) | 477,474 | $10.6M | 7.01% |
| 9 | Schwab Strategic TR(SCHH) | 280,104 | $6.0M | 3.98% |
| 10 | Spdr Index SHS FDS(RWO) | 131,399 | $6.0M | 3.97% |
| 100% |
| 0% |
Quarter-over-quarter position changes