Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Scottsdale FDS(VCIT) | 247,354 | $19.4M | 16.07% |
| 2 | Vanguard Scottsdale FDS(VCSH) | 193,063 | $14.9M | 12.38% |
| 3 | Dimensional ETF Trust(DISV) | 302,186 | $13.1M | 10.86% |
| 4 | Vanguard Tax-Managed FDS(VEA) | 173,384 | $12.2M | 10.16% |
| 5 | Ishares TR(IJR) | 76,830 | $10.5M | 8.67% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Industrials | 0.71% | 0.7% | -0.01% |
| Unclassified | 99.29% | 99.3% | +0.01% |
Quarter-over-quarter weight changes by market cap
| Dimensional ETF Trust(DFAT) |
| 137,230 |
| $9.1M |
| 7.57% |
| 7 | Dimensional ETF Trust(DFAC) | 117,034 | $5.2M | 4.32% |
| 8 | Dimensional ETF Trust(DFAU) | 97,229 | $5.1M | 4.22% |
| 9 | Ishares TR(IBDT) | 189,995 | $4.7M | 3.94% |
| 10 | Dimensional ETF Trust(DFUS) | 40,348 | $3.4M | 2.78% |
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.29% | 99.3% | +0.01% |
| Large Cap | 0.71% | 0.7% | -0.01% |
Quarter-over-quarter position changes