Style
GrowthTurnover
—Orientation
—| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Ishares TR(IVV) | 18,388 | $14.1M | 13.63% |
| 2 | EA Series Trust(BOXX) | 77,011 | $9.1M | 8.82% |
| 3 | Ishares TR(GVI) | 38,668 | $4.0M | 3.86% |
| 4 | Ishares TR(IEFA) | 35,531 | $3.4M | 3.33% |
| 5 | Nvidia Corporation(NVDA) | 14,366 | $3.3M | 3.18% |
| 6 | State STR Spdr S&P 500 ETF T(SPY) | 4,080 | $3.1M | 3.01% |
| 7 | Apple Inc(AAPL) | 8,789 | $2.9M | 2.83% |
| 8 | J P Morgan Exchange Traded F(JQUA) | 37,320 | $2.8M | 2.67% |
| 9 | Ishares TR(IWR) | 22,388 | $2.4M | 2.31% |
| 10 | Microsoft Corp(MSFT) | 4,439 | $2.3M | 2.20% |
Latest filing, equity positions only