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 | 70.77% | +0.32% | -1.09% | |
| 2 | ✓ | Ishares Tr Core Msci Total Int | Stock-Other | 17.44% | — | -1.18% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 9.56% | +0.06% | -1.09% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.02% | — | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.83% | — | +0.05% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.12% | -0.09% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +1.2% | -1.09% | Trim |
| 2 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | 0% | +0.05% | Add |
| 4 | IWM | Ishares Russell 2000 ETF | -0.6% | -1.09% | Trim |
| 5 | ✓ | Ishares Tr Core Msci Total Int | -0.7% | -1.18% | Trim |
| 6 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |