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 | 62.33% | +0.32% | -0.21% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 18.15% | +0.03% | +99.24% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 8.75% | +0.47% | +148.13% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 8.29% | +0.06% | +0.94% | |
| 5 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 1.04% | — | +64.61% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +0.02% | — | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.44% | -0.09% | -3.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +7.4% | +99.24% | Add |
| 2 | SCHM | Schwab US Mid Cap ETF | +4.6% | +148.13% | Add |
| 3 | ✓ | State Street SPDR S&P 500 ETF Trust | +0.3% | +64.61% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | -0.1% | -3.47% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | — | Unchanged |
| 6 | IWM | Ishares Russell 2000 ETF | -1.8% | +0.94% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | -10.3% | -0.21% | Trim |