CIK: 0001757617
Total reported value
$1.8B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MUB | Ishares National Muni Bond E | ETF-Other | 7.18% | +0.02% | +6.16% | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 6.94% | +0.51% | +4.36% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 3.97% | — | +8.23% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.80% | -0.37% | +10.53% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.27% | -0.26% | +1.86% | |
| 6 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 3.09% | — | +33.47% | |
| 7 | FHLC | Fidelity Msci Health Care | ETF-Other | 2.91% | -0.21% | +7.30% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.84% | -0.22% | +6.68% | |
| 9 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.84% | — | +12.31% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.81% | -0.24% | +0.02% | |
| 11 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.77% | +0.39% | +0.45% | |
| 12 | VOX | Vanguard Communication Servi | ETF-Other | 2.76% | -0.08% | +3.73% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.70% | -0.18% | +7.14% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-Other | 2.33% | +0.01% | -2.81% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.31% | — | -3.35% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.20% | +0.13% | -0.16% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.06% | -0.12% | +7.29% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.05% | — | +94.02% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.83% | +0.33% | +0.00% | |
| 20 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.82% | — | +8.31% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-Other | 1.79% | +0.03% | +5.60% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.78% | +0.16% | -0.34% | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.61% | — | +5.96% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 1.54% | -0.08% | -0.36% | |
| 25 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 1.53% | — | +20.54% | |
| 26 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 1.47% | +0.01% | -0.84% | |
| 27 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.47% | +0.25% | +0.12% | |
| 28 | VFH | Vanguard Financials ETF | ETF-Other | 1.19% | — | -1.62% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.15% | +0.05% | -2.81% | |
| 30 | AAPL | Apple INC | Stock-Tech | 1.15% | +0.02% | -1.12% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.14% | — | +1.00% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.12% | -0.11% | +7.69% | |
| 33 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.09% | -0.01% | -0.45% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.89% | +0.06% | -5.28% | |
| 35 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.76% | -0.09% | -1.19% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.76% | +0.22% | -0.21% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | — | -25.22% | |
| 38 | XLB | Ss Materials Select Sector | ETF-Other | 0.65% | — | +5.24% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-Other | 0.55% | +0.32% | -0.66% | |
| 40 | FUTY | Fidelity Msci US Utilities | ETF-Other | 0.55% | — | +14.44% | |
| 41 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.54% | — | +8.07% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | — | -3.32% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.50% | — | -1.34% | |
| 44 | ✓ | Pluralsight INC | Stock-Other | 0.49% | — | -26.67% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | — | -4.89% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | +0.03% | -7.57% | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.44% | +0.05% | -1.68% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.42% | — | -1.14% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.42% | -0.05% | +1.36% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.41% | — | +2.03% |