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 | 69.06% | +0.32% | +26.42% | |
| 2 | ✓ | Ishares Tr Core Msci Total Int | Stock-Other | 10.23% | — | -16.25% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.27% | +0.06% | +6.93% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.74% | +0.03% | — | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.57% | +0.47% | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.00% | +0.02% | — | |
| 7 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.64% | — | +0.23% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.49% | -0.09% | +432.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +0.4% | +432.11% | Add |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | -0.2% | +0.23% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | — | Unchanged |
| 4 | IWM | Ishares Russell 2000 ETF | -1.3% | +6.93% | Add |
| 5 | IWB | Ishares Russell 1000 ETF | -1.7% | +26.42% | Add |
| 6 | ✓ | Ishares Tr Core Msci Total Int | -7.2% | -16.25% | Trim |
| 7 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 8 | SCHM | Schwab US Mid Cap ETF | — | NEW | New buy |