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 | 29.17% | — | -3.24% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 11.99% | — | — | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 9.61% | — | +46.29% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 8.15% | — | — | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 6.42% | — | — | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.86% | — | +1.55% | |
| 7 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 3.90% | — | -28.58% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.70% | — | — | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.65% | — | — | |
| 10 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 2.24% | — | -41.84% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.05% | — | — | |
| 12 | IDV | Ishares International Select | ETF-Other | 1.68% | — | +4.08% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.50% | — | +0.98% | |
| 14 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 1.44% | — | — | |
| 15 | PBP | Invesco S&p 500 Buywrite ETF | ETF-Large Cap & Growth | 1.33% | — | — | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-Other | 1.23% | — | — | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.20% | — | -0.41% | |
| 18 | ✓ | Spdr Bloomberg Barclays High Y | Stock-Other | 1.10% | — | — | |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.05% | — | — | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.73% | — | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.69% | — | +42.78% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.57% | — | — | |
| 23 | IFGL | Ishares International Develo | ETF-Other | 0.56% | — | — | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.43% | — | — | |
| 25 | LMBS | First Trust Low Duration Opp | ETF-Other | 0.42% | — | — | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.21% | — | — | |
| 27 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | Stock-Other | 0.11% | — | — |