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 | 73.86% | +0.32% | -8.69% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.21% | +0.06% | +2.44% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.87% | +0.03% | +4.83% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 3.60% | +0.47% | +14.20% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.17% | +0.02% | — | |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.74% | — | +0.05% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.54% | -0.09% | -5.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +4.8% | -8.69% | Trim |
| 2 | IJH | Ishares Core S&p Midcap ETF | +2.1% | +4.83% | Add |
| 3 | IWM | Ishares Russell 2000 ETF | +1.9% | +2.44% | Add |
| 4 | SCHM | Schwab US Mid Cap ETF | +1% | +14.20% | Add |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | — | Unchanged |
| 6 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.1% | +0.05% | Add |
| 7 | SCHX | Schwab US Large-cap ETF | +0.1% | -5.37% | Trim |
| 8 | ✓ | Ishares Tr Core Msci Total Int | — | EXIT | Sold out |