CIK: 0001095952
Total reported value
$80.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 48.71% | — | — | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 35.01% | — | -76.27% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-Other | 8.15% | — | — | |
| 4 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 8.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | -65% | -76.27% | Trim |
| 2 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 3 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 4 | FXI | Ishares China Large-cap ETF | — | NEW | New buy |