Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 50,926 | $35.7M | 15.84% |
| 2 | Schwab Strategic TR(FNDX) | 661,197 | $20.8M | 9.23% |
| 3 | Schwab Strategic TR(SCHF) | 663,929 | $18.2M | 8.09% |
| 4 | Wisdomtree TR(USFR) | 342,999 | $17.3M | 7.67% |
| 5 | Victory Portfolios II(UITB) | 383,252 | $17.1M | 7.59% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 0.33% | 0.46% | +0.13% |
| Financial Services | 0.07% | 0% | -0.07% |
| Unclassified | 99.61% | 99.54% | -0.07% |
| Schwab Strategic TR(SCHX) |
| 357,907 |
| $10.7M |
| 4.76% |
| 7 | Vanguard Index FDS(VO) | 135,265 | $10.6M | 4.71% |
| 8 | First TR Exchange Traded FD(RDVY) | 132,086 | $10.3M | 4.59% |
| 9 | Vanguard Scottsdale FDS(VCIT) | 131,227 | $10.3M | 4.56% |
| 10 | Ishares Inc(EMXC) | 73,377 | $7.3M | 3.23% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.67% | 99.54% | -0.13% |
| Mega Cap | 0.33% | 0.46% | +0.13% |
Quarter-over-quarter position changes