CIK: 0001544224
Total reported value
$464.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.98% | — | +2.31% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 14.23% | — | -2.23% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.14% | — | +3.64% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 8.28% | — | +7.74% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 7.68% | — | -3.50% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-Other | 7.40% | — | +1.89% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.65% | — | +2.24% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.82% | — | +0.27% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.65% | — | +2.11% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.54% | — | +0.47% | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-Other | 3.27% | — | +0.45% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.46% | — | -1.81% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.30% | — | -2.57% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.04% | — | -0.26% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.36% | — | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.85% | — | +0.38% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.30% | — | +99.99% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.29% | — | +0.06% | |
| 19 | GLD | Spdr Gold Shares | ETF-Commodities | 0.26% | — | -0.72% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.20% | — | +0.79% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | +0.04% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | — | +0.26% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.05% | — | — |