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 | 59.55% | +0.32% | +1.11% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 20.42% | +0.03% | +1.30% | |
| 3 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 11.46% | +0.47% | +2.40% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.35% | +0.06% | +0.53% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.79% | +0.02% | — | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.54% | +0.01% | -0.08% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.46% | -0.09% | +0.44% | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.21% | +0.01% | +4.35% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.17% | +0.18% | +14.35% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.05% | — | +3.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +0.2% | +1.11% | Add |
| 2 | SCHM | Schwab US Mid Cap ETF | 0% | +2.40% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | 0% | +14.35% | Add |
| 4 | SCHX | Schwab US Large-cap ETF | — | +0.44% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.08% | Trim |
| 6 | SCHA | Schwab US Small-cap ETF | — | +4.35% | Add |
| 7 | SCHB | Schwab US Broad Market ETF | — | +3.90% | Add |
| 8 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 9 | IWM | Ishares Russell 2000 ETF | -0.1% | +0.53% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +1.30% | Add |