CIK: 0000315189
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 61.69% | — | -4.30% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 20.35% | — | — | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 9.24% | — | -76.84% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.72% | — | -32.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +15.5% | -4.30% | Trim |
| 2 | AGG | Ishares Core U.s. Aggregate | +5% | — | Unchanged |
| 3 | IWM | Ishares Russell 2000 ETF | -0.9% | -32.63% | Trim |
| 4 | IWR | Ishares Russell Mid-cap ETF | -19.6% | -76.84% | Trim |