CIK: 0001573947
Total reported value
$230.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 35.78% | -1.79% | +0.54% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 16.63% | +0.49% | +2.14% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.42% | +0.93% | +2.35% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 12.03% | -0.51% | +1.30% | |
| 5 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 11.45% | +0.34% | +3.37% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 9.58% | +0.75% | +3.12% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -0.08% | +0.15% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.08% | — | |
| 9 | BP | Bp Plc-spons Adr | Stock-Energy | 0.22% | -0.14% | +1.40% | |
| 10 | AAPL | Apple INC | Stock-Tech | 0.14% | -0.03% | +0.29% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +1.1% | +2.14% | Add |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +2.35% | Add |
| 3 | VB | Vanguard Small-cap ETF | +0.4% | +3.12% | Add |
| 4 | VFVA | Vanguard U.s. Value Factor | +0.1% | +3.37% | Add |
| 5 | MSFT | Microsoft CORP | +0.1% | +0.15% | Add |
| 6 | AAPL | Apple INC | 0% | +0.29% | Add |
| 7 | BP | Bp Plc-spons Adr | 0% | +1.40% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | — | Unchanged |
| 9 | BNDX | Vanguard Total Intl Bond ETF | -0.4% | +1.30% | Add |
| 10 | BND | Vanguard Total Bond Market | -1.9% | +0.54% | Add |