CIK: 0001633903
Total reported value
$332.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 30.84% | — | +7.12% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 22.34% | — | +17.44% | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 9.14% | — | +111.26% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 8.43% | — | +24.65% | |
| 5 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 6.94% | — | — | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 4.91% | — | -2.86% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.92% | — | +3.52% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.88% | — | — | |
| 9 | ✓ | Vanguard Total Bond Market | Stock-Other | 3.38% | — | — | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.69% | — | — | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.63% | — | — | |
| 12 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | Stock-Other | 1.38% | — | -81.33% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | — | — | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.56% | — | -62.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DXJ | Wisdomtree Japan Hedged Eq | +4.9% | +111.26% | Add |
| 2 | IXUS | Ishares Core Intl Stock ETF | +2.3% | +17.44% | Add |
| 3 | VCLT | Vanguard Long-term CORP Bond | +1.2% | +24.65% | Add |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | -0.1% | — | Unchanged |
| 5 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | — | Unchanged |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | +3.52% | Add |
| 7 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | — | Unchanged |
| 8 | SCHB | Schwab US Broad Market ETF | -0.3% | +7.12% | Add |
| 9 | SRLN | Ss Blackstone Sr Loan ETF | -0.6% | -2.86% | Trim |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -1.1% | -62.36% | Trim |
| 11 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | -6.8% | -81.33% | Trim |
| 12 | HEDJ | Wisdomtree Europe Hedged Equ | — | EXIT | Sold out |
| 13 | EZU | Ishares Msci Eurozone ETF | — | NEW | New buy |
| 14 | ✓ | Vanguard Total Bond Market | — | NEW | New buy |
| 15 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |