CIK: 0001581833
Total reported value
$677.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 49.18% | -0.04% | — | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 12.64% | -0.03% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 12.57% | +0.30% | — | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.58% | — | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.26% | -0.10% | — | |
| 6 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 4.86% | +0.11% | — | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.67% | -0.34% | — | |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 2.92% | — | — | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.33% | +0.10% | — |