Style
ETFTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Vanguard Index FDS(VUG) | 551,896 | $47.5M | 20.29% |
| 2 | Vanguard Index FDS(VTV) | 209,922 | $45.7M | 19.52% |
| 3 | Vanguard Tax-Managed FDS(VEA) | 442,574 | $31.5M | 13.46% |
| 4 | Vanguard Index FDS(VB) | 44,993 | $13.6M | 5.82% |
| 5 | Vanguard Charlotte FDS(BNDX) | 266,258 | $12.9M | 5.50% |
| 6 | Vanguard BD Index FDS(BSV) | 161,003 | $12.5M | 5.35% |
| 7 | Vanguard Index FDS(VOO) | 16,539 | $11.4M | 4.85% |
| 8 | Vanguard Specialized Funds(VIG) | 42,399 | $10.0M | 4.28% |
| 9 | First TR Exchange Traded FD(RDVY) | 77,617 | $6.0M | 2.54% |
| 10 | First TR Exchng Traded FD VI(AFLG) | 102,956 | $4.8M | 2.06% |
Latest filing, equity positions only