Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IWD) | 125,487 | $31.1M | 23.48% |
| 2 | Ishares TR(IWF) | 208,660 | $26.1M | 19.73% |
| 3 | Ishares TR(EFA) | 140,023 | $14.5M | 10.98% |
| 4 | Ishares TR(SHY) | 120,443 | $9.8M | 7.38% |
| 5 | Ishares TR(IWO) | 22,868 | $8.2M | 6.16% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 1.48% | 1.66% | +0.18% |
| Communication Services | 0.15% | 0% | -0.15% |
| Ishares TR(IWN) |
| 37,856 |
| $7.9M |
| 5.99% |
| 7 | Ishares TR(EEM) | 100,482 | $6.7M | 5.07% |
| 8 | Ishares TR(IWS) | 31,544 | $5.1M | 3.83% |
| 9 | Ishares TR(IWP) | 32,814 | $4.5M | 3.41% |
| 10 | Ishares TR(LQD) | 35,394 | $3.6M | 2.73% |
| Healthcare | 0.18% | 0.17% | -0.01% |
| Unclassified | 98.18% | 98.17% | -0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.18% | 98.17% | -0.01% |
| Mega Cap | 1.63% | 1.66% | +0.03% |
| Large Cap | 0.18% | 0.17% | -0.01% |
Quarter-over-quarter position changes