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 | 68.93% | +0.32% | +29.10% | |
| 2 | ✓ | Ishares Tr Core Msci Total Int | Stock-Other | 18.75% | — | +250.34% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.30% | +0.06% | -2.01% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.24% | +0.02% | — | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.78% | — | -8.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +14% | +29.10% | Add |
| 2 | ✓ | Ishares Tr Core Msci Total Int | +13.2% | +250.34% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 4 | ✓ | State Street SPDR S&P 500 ETF Trust | -0.1% | -8.89% | Trim |
| 5 | IWM | Ishares Russell 2000 ETF | -0.6% | -2.01% | Trim |
| 6 | ✓ | Ishares Core High Dividend ETF | — | EXIT | Sold out |
| 7 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |