CIK: 0001488921
Total reported value
$1.9B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 56.58% | +0.32% | -0.41% | |
| 2 | ✓ | Ishares Core High Dividend ETF | ETF-Other | 18.16% | — | -1.23% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 11.64% | — | +6.89% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 11.43% | +0.06% | -0.15% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.30% | +0.02% | — | |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.88% | — | -1.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +0.6% | +6.89% | Add |
| 2 | IWM | Ishares Russell 2000 ETF | +0.6% | -0.15% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | 0% | -1.50% | Trim |
| 5 | IWB | Ishares Russell 1000 ETF | -0.1% | -0.41% | Trim |
| 6 | ✓ | Ishares Core High Dividend ETF | -1.1% | -1.23% | Trim |