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 | 31.42% | +0.07% | +0.01% | |
| 2 | IWB | Ishares Russell 1000 ETF | ETF-Other | 16.56% | +0.32% | -0.76% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.87% | +3.77% | -2.39% | |
| 4 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 8.64% | -0.65% | +3.00% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 8.36% | +0.47% | +2.21% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.83% | +0.03% | -0.40% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.02% | -4.83% | +2.53% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.83% | -0.09% | -3.24% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.74% | +0.18% | +5.71% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.12% | +0.01% | -2.92% | |
| 11 | HMOP | Hartford Municipal Opp ETF | ETF-Other | 1.28% | -0.10% | +1.85% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | +0.06% | -0.43% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.51% | +0.02% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | -15.39% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | -0.04% | — | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.07% | — | -1.12% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.05% | +0.89% | +4.54% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.05% | — | +78.76% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.03% | -0.01% | +7.04% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.02% | — | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.02% | — | — | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.02% | -0.10% | — |