Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Pimco Multisector Bond Active Exchange-Traded Fund(PYLD) | 78,031 | $2.1M | 14.01% |
| 2 | Ishares Core Dividend Growth ETF(DGRO) | 18,100 | $1.4M | 9.29% |
| 3 | Vanguard Morningstar Mid-Cap ETF(VO) | 16,405 | $1.3M | 8.95% |
| 4 | Ishares Currency Hedged Msci Eafe ETF(HEFA) | 27,843 | $1.3M | 8.85% |
| 5 | Vanguard Ftse Developed Markets ETF(VEA) | 17,901 | $1.3M | 8.64% |
| 6 | JPMorgan Municipal ETF(JMUB) | 18,845 | $954.6K | 6.46% |
| 7 | Schwab US Dividend Equity ETF(SCHD) | 29,204 | $926.1K | 6.27% |
| 8 | Strive 500 ETF(STRV) | 18,496 | $893.4K | 6.05% |
| 9 | Schwab U.S. Large-Cap Growth ETF(SCHG) | 26,361 | $892.1K | 6.04% |
| 10 | Vanguard Short-Term Treasury ETF(VGSH) | 13,717 | $798.4K | 5.41% |
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% |
Quarter-over-quarter position changes
| 100% |
| 0% |