Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | American Centy ETF TR(AVUV) | 170,148 | $21.2M | 14.17% |
| 2 | Dimensional ETF Trust(DFAC) | 478,235 | $21.2M | 14.16% |
| 3 | J P Morgan Exchange Traded F(JMUB) | 329,861 | $16.7M | 11.15% |
| 4 | Pimco ETF TR(MUNI) | 317,618 | $16.7M | 11.15% |
| 5 | Ishares TR(IVV) | 11,007 | $8.2M | 5.50% |
| 6 | Ishares TR(IDEV) | 91,347 | $8.1M | 5.43% |
| 7 | Ishares TR(IJH) | 96,446 | $7.4M | 4.96% |
| 8 | American Centy ETF TR(AVDV) | 71,554 | $7.4M | 4.92% |
| 9 | American Centy ETF TR(AVEM) | 72,212 | $7.0M | 4.65% |
| 10 | Dimensional ETF Trust(DFAT) | 55,190 | $3.9M | 2.57% |
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% |