CIK: 0001544224
Total reported value
$464.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 28.41% | — | +3.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 21.62% | — | +4.44% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.03% | — | +0.58% | |
| 4 | IWV | Ishares Russell 3000 ETF | ETF-Other | 9.96% | — | -5.73% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 7.55% | — | +1.01% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.52% | — | +4.44% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.03% | — | +1.37% | |
| 8 | DJP | Ipath Bloomberg Commodity In | ETF-Commodities | 4.61% | — | +5.71% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | — | — | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.68% | — | +1.14% | |
| 11 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.65% | — | +0.78% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.30% | — | +0.40% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 0.27% | — | — | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 0.26% | — | +0.44% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.13% | — | +0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.4% | +4.44% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +3.02% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +4.44% | Add |
| 4 | VNQ | Vanguard Real Estate ETF | +0.1% | +1.37% | Add |
| 5 | IYR | Ishares US Real Estate ETF | 0% | +1.14% | Add |
| 6 | ICF | Ishares Select U.s. Reit ETF | 0% | +0.78% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | — | +0.40% | Add |
| 8 | VV | Vanguard Large-cap ETF | — | +0.44% | Add |
| 9 | VB | Vanguard Small-cap ETF | — | — | Unchanged |
| 10 | DJP | Ipath Bloomberg Commodity In | 0% | +5.71% | Add |
| 11 | IWM | Ishares Russell 2000 ETF | 0% | +0.24% | Add |
| 12 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 13 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +0.58% | Add |
| 14 | EFA | Ishares Msci Eafe ETF | -0.2% | +1.01% | Add |
| 15 | IWV | Ishares Russell 3000 ETF | -0.7% | -5.73% | Trim |