Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(SGOV) | 348,298 | $35.1M | 28.59% |
| 2 | Schwab Strategic TR(SCHB) | 675,111 | $19.6M | 15.94% |
| 3 | Vanguard Tax-Managed FDS(VEA) | 207,889 | $14.8M | 12.08% |
| 4 | Ishares TR(GOVT) | 458,746 | $10.5M | 8.52% |
| 5 | Bondbloxx ETF Trust(XHLF) | 180,178 | $9.1M | 7.39% |
| 6 | Vanguard Charlotte FDS(BNDX) | 130,685 | $6.3M | 5.16% |
| 7 | Ishares TR(USIG) | 97,672 | $5.0M | 4.08% |
| 8 | Ishares Inc(IEMG) | 47,643 | $3.9M | 3.22% |
| 9 | Vanguard World FD(ESGV) | 21,520 | $2.8M | 2.32% |
| 10 | Vanguard Intl Equity Index F(VWO) | 37,530 | $2.2M | 1.83% |
Latest filing, equity positions only