Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard BD Index FDS(BND) | 358,463 | $25.1M | 18.63% |
| 2 | Vanguard Charlotte FDS(BNDX) | 251,654 | $11.8M | 8.74% |
| 3 | Dimensional ETF Trust(DFLV) | 290,367 | $11.7M | 8.64% |
| 4 | Schwab Strategic TR(SCHP) | 455,645 | $11.5M | 8.48% |
| 5 | American Centy ETF TR(AVIV) | 122,148 | $9.7M | 7.21% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Financial Services | 0.34% | 0.34% | 0% |
| Unclassified | 99.66% | 99.66% | 0% |
Quarter-over-quarter weight changes by market cap
| American Centy ETF TR(AVES) |
| 124,677 |
| $8.1M |
| 6.02% |
| 7 | American Centy ETF TR(AVUV) | 67,424 | $7.9M | 5.88% |
| 8 | American Centy ETF TR(AVDV) | 57,808 | $6.3M | 4.68% |
| 9 | Vanguard Scottsdale FDS(VCIT) | 72,749 | $5.7M | 4.22% |
| 10 | Ishares TR(AGG) | 57,942 | $5.5M | 4.06% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.66% | 99.66% | 0% |
| Mega Cap | 0.34% | 0.34% | 0% |
Quarter-over-quarter position changes