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 | 25.19% | — | +99.72% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 12.16% | — | -2.20% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 9.69% | — | +0.93% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 6.97% | — | +1052.30% | |
| 5 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 6.42% | — | — | |
| 6 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 4.89% | — | -1.70% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.79% | — | +1.16% | |
| 8 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 4.68% | — | +4.98% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.50% | — | — | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.52% | — | -4.05% | |
| 11 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 3.26% | — | -5.38% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.45% | — | -4.66% | |
| 13 | IDV | Ishares International Select | ETF-Other | 1.83% | — | -4.84% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.60% | — | +16.39% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.28% | — | +13.18% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-Other | 1.25% | — | +5.09% | |
| 17 | ✓ | Spdr Bloomberg Barclays High Y | Stock-Other | 1.18% | — | +11.27% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.18% | — | — | |
| 19 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-Other | 1.08% | — | — | |
| 20 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.74% | — | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.68% | — | — | |
| 22 | IFGL | Ishares International Develo | ETF-Other | 0.55% | — | — | |
| 23 | ✓ | Eaton Vance Tax Mgd Buy Write Opp (etv) | Stock-Other | 0.11% | — | — |