Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index Funds(VV) | 53,135 | $18.3M | 12.01% |
| 2 | Vanguard Index Funds(VEA) | 228,160 | $16.3M | 10.69% |
| 3 | Vanguard Index Funds(VO) | 144,156 | $11.6M | 7.64% |
| 4 | Vanguard Index Funds(VWO) | 138,230 | $8.3M | 5.42% |
| 5 | Berkshire Hathaway Inc Del(BRK/B) | 11,774 | $5.9M | 3.87% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter position changes
| Vanguard Index Funds(VTV) |
| 26,830 |
| $5.8M |
| 3.84% |
| 7 | Vanguard Bond Index Funds(BND) | 75,219 | $5.5M | 3.63% |
| 8 | iShares Trust(EFV) | 70,505 | $5.4M | 3.55% |
| 9 | Vanguard Index Funds(VB) | 17,683 | $5.4M | 3.52% |
| 10 | Vanguard Index Funds(VTI) | 13,152 | $4.9M | 3.20% |
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Energy | 1.37% | 0.99% | -0.38% |
| Healthcare | 0% | 0.26% | +0.26% |
| Consumer Cyclical | 0.74% | 0.92% | +0.18% |
| Unclassified | 92.93% | 92.86% | -0.07% |
| Communication Services | 0.26% | 0.3% | +0.04% |
| Financial Services | 4.09% | 4.05% | -0.04% |
| Technology | 0.31% | 0.33% | +0.02% |
| Utilities | 0.16% | 0.15% | -0.01% |
| Industrials | 0.15% | 0.15% | 0% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 92.93% | 92.86% | -0.07% |
| Mega Cap | 6.59% | 6.66% | +0.07% |
| Mid Cap | 0.48% | 0.47% | -0.01% |