CIK: 0001536114
Total reported value
$276.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 49.58% | +0.70% | -10.81% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 28.22% | -0.29% | +10.65% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 22.13% | — | +11.66% | |
| 4 | SIMO | Silicon Motion Technol-adr | Stock-Other | 0.08% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.2% | -10.81% | Trim |
| 2 | SIMO | Silicon Motion Technol-adr | 0% | — | Unchanged |
| 3 | VOO | Vanguard S&p 500 ETF | -0.2% | +10.65% | Add |
| 4 | VEU | Vanguard Ftse All-world Ex-u | -1% | +11.66% | Add |