Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VOO) | 770,596 | $529.3M | 43.24% |
| 2 | Vanguard Index FDS(VTI) | 1,114,202 | $412.3M | 33.68% |
| 3 | Vanguard Tax-Managed FDS(VEA) | 2,462,855 | $175.5M | 14.34% |
| 4 | Vanguard Intl Equity Index F(VWO) | 1,086,021 | $64.8M | 5.30% |
| 5 | Ishares TR(SHY) | 261,567 | $21.5M | 1.75% |
| 6 | Vanguard Scottsdale FDS(VGSH) | 355,975 | $20.7M | 1.69% |
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% |
| 100% |
| 0% |
Quarter-over-quarter position changes