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 | 33.36% | — | +8.32% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 20.85% | — | -6.52% | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 9.75% | — | +2.42% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 7.67% | — | — | |
| 5 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 7.03% | — | +3.81% | |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 4.94% | — | +0.34% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.88% | — | — | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.45% | — | — | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 3.05% | — | -18.37% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.09% | — | +24.87% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.00% | — | +23.46% | |
| 12 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | Stock-Other | 1.37% | — | -4.63% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.55% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | +2.5% | +8.32% | Add |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | +0.6% | +2.42% | Add |
| 3 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +24.87% | Add |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | +0.4% | +23.46% | Add |
| 5 | EZU | Ishares Msci Eurozone ETF | +0.1% | +3.81% | Add |
| 6 | SRLN | Ss Blackstone Sr Loan ETF | 0% | +0.34% | Add |
| 7 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | — | Unchanged |
| 9 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | 0% | -4.63% | Trim |
| 10 | VCLT | Vanguard Long-term CORP Bond | -0.8% | — | Unchanged |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.9% | -18.37% | Trim |
| 12 | IXUS | Ishares Core Intl Stock ETF | -1.5% | -6.52% | Trim |
| 13 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 14 | ✓ | Vanguard Total Bond Market | — | EXIT | Sold out |
| 15 | VTI | Vanguard Total Stock Mkt ETF | — | EXIT | Sold out |