Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | American Centy ETF TR(AVUS) | 126,080 | $16.1M | 11.22% |
| 2 | Ishares TR(IVV) | 19,023 | $14.2M | 9.90% |
| 3 | Vanguard Scottsdale FDS(VMBS) | 146,485 | $6.9M | 4.77% |
| 4 | Vanguard Index FDS(VUG) | 77,711 | $6.7M | 4.65% |
| 5 | Spdr Index SHS FDS(SPDW) | 132,304 | $6.7M | 4.63% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Healthcare | 0% | 0.17% | +0.17% |
| Unclassified | 100% | 99.83% | -0.17% |
Quarter-over-quarter weight changes by market cap
| Ishares TR(IGIB) |
| 106,302 |
| $5.7M |
| 3.93% |
| 7 | Ishares TR(ICVT) | 41,005 | $5.0M | 3.47% |
| 8 | Vanguard Index FDS(VTV) | 19,347 | $4.2M | 2.93% |
| 9 | Dimensional ETF Trust(DFAS) | 47,652 | $3.9M | 2.73% |
| 10 | Dimensional ETF Trust(DFAI) | 92,813 | $3.8M | 2.66% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 100% | 99.83% | -0.17% |
| Mega Cap | 0% | 0.17% | +0.17% |
Quarter-over-quarter position changes