CIK: 0001484721
Total reported value
$329.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 24.84% | +0.01% | — | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.90% | +0.58% | — | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 8.70% | — | — | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.66% | — | — | |
| 5 | DEW | Wisdomtree Global High Divid | ETF-Other | 4.70% | — | — | |
| 6 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 4.63% | +0.01% | — | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 4.62% | — | — | |
| 8 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 4.45% | -0.04% | — | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.28% | — | — | |
| 10 | CEW | Wisdomtree Emerging Currency | ETF-Emerging Markets | 4.14% | — | — | |
| 11 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 4.07% | — | — | |
| 12 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 4.01% | -0.15% | — | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 3.87% | — | — | |
| 14 | ELD | Wisdomtree Emrg Mkts Debt | ETF-Other | 2.07% | — | — | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.64% | +0.12% | — | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.14% | +0.32% | — | |
| 17 | MRK | Merck & Co. INC. | Stock-Healthcare | 1.08% | — | — | |
| 18 | SCHH | Schwab US Reit ETF | ETF-Other | 0.83% | — | — | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.64% | +3.27% | — | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.59% | -1.16% | — | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.59% | — | — | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.43% | +0.07% | — | |
| 23 | ALL | Allstate CORP | Stock-Financials | 0.39% | — | — | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.38% | -1.84% | — | |
| 25 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.36% | -3.31% | — | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.36% | +0.07% | — | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.34% | -0.27% | — | |
| 28 | ✓ | Powershares | Stock-Other | 0.29% | — | — |