Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS(VGSH) | 329,406 | $19.0M | 14.79% |
| 2 | Airbnb Inc(ABNB) | 78,760 | $12.7M | 9.87% |
| 3 | Vanguard Scottsdale FDS(VCIT) | 147,102 | $11.5M | 8.99% |
| 4 | Vanguard Index FDS(VTI) | 25,334 | $9.5M | 7.40% |
| 5 | Vanguard Index FDS(VNQ) | 86,220 | $7.7M | 6.03% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 84.7% | 87.91% | +3.21% |
| Energy | 1.88% | 0% | -1.88% |
| Vanguard Scottsdale FDS(VGIT) |
| 134,738 |
| $7.6M |
| 5.96% |
| 7 | DFA Invt Dimensions Group in(DUHP) | 164,216 | $6.9M | 5.37% |
| 8 | Dimensional ETF Trust(DFAC) | 111,626 | $5.0M | 3.87% |
| 9 | Dimensional ETF Trust(DFAU) | 93,476 | $4.9M | 3.82% |
| 10 | Dimensional ETF Trust(DFUV) | 76,863 | $4.2M | 3.30% |
| Consumer Cyclical | 12.46% | 10.95% | -1.51% |
| Technology | 0.96% | 1.14% | +0.18% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 84.7% | 87.91% | +3.21% |
| Large Cap | 12.46% | 10.95% | -1.51% |
| Mega Cap | 2.84% | 1.14% | -1.7% |
Quarter-over-quarter position changes