CIK: 0001696263
Total reported value
$26.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MBB | Ishares Mbs ETF | ETF-Other | 13.47% | +1.48% | +343.27% | |
| 2 | XLK | Ss Technology Select Sector | ETF-Tech | 13.01% | — | +891.95% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-Other | 10.89% | — | +1156.67% | |
| 4 | VTIP | Vanguard Short-term Tips | ETF-Other | 10.26% | +2.46% | — | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 10.04% | — | — | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 9.58% | — | — | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.62% | -3.77% | +349.76% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-Other | 5.50% | +2.11% | — | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.94% | -5.25% | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-Other | 4.71% | +2.34% | — | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 4.37% | -2.58% | EXIT | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.92% | -2.06% | +222.57% | |
| 13 | TAN | Invesco Solar ETF | ETF-Other | 0.59% | +4.91% | — | |
| 14 | LIT | Global X Lithium & Battery T | ETF-Other | 0.57% | — | — | |
| 15 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.53% | -3.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | +1% | +1156.67% | Add |
| 2 | XLK | Ss Technology Select Sector | 0% | +891.95% | Add |
| 3 | IVW | Ishares S&p 500 Growth ETF | -9.8% | +349.76% | Add |
| 4 | IVE | Ishares S&p 500 Value ETF | -10% | +222.57% | Add |
| 5 | MBB | Ishares Mbs ETF | -25.8% | +343.27% | Add |
| 6 | VTIP | Vanguard Short-term Tips | — | NEW | New buy |
| 7 | XLC | Ss Comm Select Sector Spdr | — | NEW | New buy |
| 8 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 9 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 11 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 13 | TAN | Invesco Solar ETF | — | NEW | New buy |
| 14 | LIT | Global X Lithium & Battery T | — | NEW | New buy |
| 15 | IBB | Ishares Biotechnology ETF | — | NEW | New buy |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | EXIT | Sold out |