Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IEFA) | 18,296 | $1.8M | 10.79% |
| 2 | Vanguard Scottsdale FDS(VGLT) | 31,459 | $1.6M | 9.60% |
| 3 | Invesco Exch TRD SLF IDX FD(BSCR) | 76,415 | $1.5M | 9.09% |
| 4 | Ishares Inc(IEMG) | 16,893 | $1.4M | 8.34% |
| 5 | Ishares TR(SHY) | 16,705 | $1.4M | 8.25% |
| 6 | Ishares TR(IEF) | 13,502 | $1.2M | 7.34% |
| 7 | Vanguard MUN BD FDS(VTEB) | 24,132 | $1.1M | 6.95% |
| 8 | Ishares TR(IJR) | 7,586 | $1.0M | 6.28% |
| 9 | Schwab Strategic TR(SCHF) | 32,905 | $903.9K | 5.50% |
| 10 | Ishares TR(IVV) | 1,088 | $833.2K | 5.07% |
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