CIK: 0001695908
Total reported value
$373.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 28.92% | — | — | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 21.95% | — | — | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-Other | 18.32% | — | — | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 15.62% | — | — | |
| 5 | ✓ | Powershares | Stock-Other | 7.66% | — | — | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.87% | — | — | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | — | — | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.53% | — | — | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.47% | — | — | |
| 10 | SCHH | Schwab US Reit ETF | ETF-Other | 0.46% | — | — | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.46% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | — | — | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | — | — | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | — | — | |
| 15 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.37% | — | — | |
| 16 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.32% | — | — | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.31% | — | — | |
| 18 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.31% | — | — | |
| 19 | QCOM | Qualcomm INC | Stock-Tech | 0.27% | — | — | |
| 20 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 0.26% | — | — | |
| 21 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.26% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | — | |
| 23 | BWZ | State Street Spdr Bloomberg | ETF-Other | 0.24% | — | — | |
| 24 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.23% | — | — |