CIK: 0001488921
Total reported value
$1.9B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 31.37% | +0.07% | -0.27% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 16.72% | +0.32% | -0.55% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 15.28% | -4.83% | +0.75% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.42% | -0.65% | +6.07% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 8.19% | +0.47% | +1.57% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.01% | +0.03% | -1.18% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.00% | -0.09% | -1.27% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.42% | +0.18% | +4.14% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.19% | +0.01% | +1.55% | |
| 10 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.30% | -0.10% | -0.24% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.96% | +0.06% | -0.32% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.02% | +1.00% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.01% | — | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.07% | — | -2.54% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | +0.89% | +0.08% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.01% | — | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 0.03% | — | — | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.03% | — | -1.66% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — |