CIK: 0001688539
Total reported value
$13.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 10.01% | — | +14.69% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 8.74% | — | +10.88% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 8.56% | — | +10.59% | |
| 4 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 8.34% | — | +12.07% | |
| 5 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 7.74% | — | — | |
| 6 | XLI | Ss Industrial Select Sector | ETF-Other | 6.65% | — | +14.73% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 5.58% | — | +12.86% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 5.23% | — | +9.00% | |
| 9 | FXI | Ishares China Large-cap ETF | ETF-Emerging Markets | 4.93% | — | +18.53% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.53% | — | +12.69% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.20% | — | +17.00% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.12% | — | +8.25% | |
| 13 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 3.86% | — | +10.43% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.19% | — | +14.71% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.19% | — | +16.36% | |
| 16 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 1.17% | — | +12.90% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.16% | +0.09% | +12.08% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.16% | — | +10.50% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.15% | — | +12.83% | |
| 20 | XLB | Ss Materials Select Sector | ETF-Other | 1.14% | — | +12.71% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.08% | — | +15.48% | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.05% | +2.28% | +13.49% | |
| 23 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.00% | — | +21.21% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | — | +12.73% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.48% | — | +10.89% | |
| 26 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 0.43% | — | +2.56% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.43% | — | +1.50% | |
| 28 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.43% | — | +1.33% | |
| 29 | FCOR | Fidelity Corporate Bond ETF | ETF-Corp Bonds | 0.41% | — | +3.37% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.41% | — | +3.27% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.40% | — | +1.83% | |
| 32 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.39% | — | +2.12% | |
| 33 | IEV | Ishares Europe ETF | ETF-Other | 0.38% | — | +1.78% | |
| 34 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.32% | — | +0.44% | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.16% | -0.83% | +7.77% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.16% | — | +30.62% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.16% | -1.12% | +27.67% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.16% | — | +25.65% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.15% | -0.45% | +31.46% | |
| 40 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.15% | — | +33.56% | |
| 41 | SMHC | VanEck China Semiconductor ETF | ETF-Emerging Markets | 0.15% | — | +35.21% | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.15% | — | +34.70% | |
| 43 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.15% | — | +34.31% | |
| 44 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.15% | — | +3.35% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.07% | — | — | |
| 46 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.05% | — | — |