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 | 22.72% | — | +52.93% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 17.74% | — | +113.44% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 15.94% | — | +416.47% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.21% | — | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 12.09% | — | +51.92% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.03% | — | +4089.57% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.70% | — | -33.37% | |
| 8 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-Other | 1.69% | — | +0.92% | |
| 9 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 1.68% | — | +12.79% | |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 1.65% | — | +1.75% | |
| 11 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.62% | — | — | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.25% | — | +96.70% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.22% | — | — | |
| 14 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.19% | — | +74.32% | |
| 15 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.18% | — | +34.30% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.91% | — | -3.03% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.64% | — | — | |
| 18 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | Stock-Other | 0.35% | — | — | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.19% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +9.5% | +416.47% | Add |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +3.8% | +4089.57% | Add |
| 3 | IXUS | Ishares Core Intl Stock ETF | +0.8% | +113.44% | Add |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +96.70% | Add |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | -0.3% | +74.32% | Add |
| 6 | ✓ | Powershares Ftse Rafi Emerging Mkts (pxh) | -0.4% | — | Unchanged |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | -0.7% | +34.30% | Add |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | -1.1% | -3.03% | Trim |
| 9 | VEU | Vanguard Ftse All-world Ex-u | -1.3% | — | Unchanged |
| 10 | VCLT | Vanguard Long-term CORP Bond | -1.4% | +12.79% | Add |
| 11 | IGLB | Ishares 10+ Year Inv Gr CORP | -1.7% | +1.75% | Add |
| 12 | HAWX | Ishares Cur Hdg Msci Acwi-x | -1.8% | +0.92% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | -3.7% | -33.37% | Trim |
| 14 | BND | Vanguard Total Bond Market | -4.7% | +51.92% | Add |
| 15 | SCHB | Schwab US Broad Market ETF | -8.2% | +52.93% | Add |
| 16 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | — | EXIT | Sold out |
| 18 | EZU | Ishares Msci Eurozone ETF | — | NEW | New buy |
| 19 | SHV | Ishares 0-1 Year Treasury Bo | — | NEW | New buy |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |