Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | State STR Spdr S&P 500 ETF T(SPY) | 88,678 | $65.7M | 27.45% |
| 2 | Vanguard Index FDS(VTI) | 133,330 | $48.9M | 20.45% |
| 3 | Vanguard BD Index FDS(BND) | 360,195 | $26.5M | 11.09% |
| 4 | Vanguard Intl Equity Index F(VWO) | 407,830 | $24.1M | 10.08% |
| 5 | Ishares Inc(IEMG) | 265,723 | $22.0M | 9.20% |
| 6 | Vanguard Tax-Managed FDS(VEA) | 189,205 | $13.4M | 5.61% |
| 7 | Ishares TR(GOVT) | 309,532 | $7.1M | 2.96% |
| 8 | Vanguard Index FDS(VOO) | 6,595 | $4.5M | 1.88% |
| 9 | Ishares TR(AGG) | 34,949 | $3.5M | 1.45% |
| 10 | Spdr Series Trust(SPYG) | 28,172 | $3.4M | 1.40% |
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% |
Quarter-over-quarter position changes
| 100% |
| 0% |