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 | 64.84% | +0.32% | -1.08% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 17.75% | +0.03% | -2.72% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 8.35% | +0.47% | -1.43% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.84% | +0.06% | -1.29% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | +0.02% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.01% | +0.02% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.47% | -0.09% | -1.37% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.20% | +0.01% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | +0.18% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.29% | Trim |
| 2 | SCHM | Schwab US Mid Cap ETF | 0% | -1.43% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.02% | Add |
| 5 | SCHX | Schwab US Large-cap ETF | — | -1.37% | Trim |
| 6 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -2.72% | Trim |
| 7 | IWB | Ishares Russell 1000 ETF | -0.3% | -1.08% | Trim |
| 8 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 9 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |