Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VTI) | 115,520 | $43.2M | 22.43% |
| 2 | Vanguard Star FDS(VXUS) | 348,532 | $29.6M | 15.36% |
| 3 | Vanguard BD Index FDS(BND) | 415,397 | $29.1M | 15.12% |
| 4 | Vanguard Index FDS(VOO) | 29,330 | $20.6M | 10.66% |
| 5 | Vanguard Charlotte FDS(BNDX) | 304,982 | $14.3M | 7.41% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.19% | 99.11% | -0.08% |
| Technology | 0.66% | 0.73% | +0.07% |
| Vanguard Intl Equity Index F(VEU) |
| 150,854 |
| $12.5M |
| 6.49% |
| 7 | Vanguard Scottsdale FDS(VCIT) | 122,906 | $9.6M | 4.99% |
| 8 | Vanguard Index FDS(VXF) | 22,622 | $5.2M | 2.72% |
| 9 | Ishares TR(SGOV) | 39,319 | $4.0M | 2.05% |
| 10 | Vanguard Index FDS(VUG) | 36,720 | $3.3M | 1.72% |
| Healthcare | 0.15% | 0.16% | +0.01% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 99.19% | 99.11% | -0.08% |
| Mega Cap | 0.53% | 0.6% | +0.07% |
| Large Cap | 0.28% | 0.28% | 0% |
Quarter-over-quarter position changes