CIK: 0001599637
Total reported value
$776.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 26.92% | — | +115.89% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 26.65% | -3.82% | +111.21% | |
| 3 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 23.73% | -5.01% | +18.68% | |
| 4 | HEZU | Ishares Currency Hedged Msci | ETF-Other | 13.11% | — | — | |
| 5 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-Other | 8.95% | — | -48.33% | |
| 6 | UBS | UBS Group AG | Stock-Financials | 0.41% | — | — | |
| 7 | ✓ | Leucadia Natl CORP | Stock-Other | 0.23% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +7.8% | +115.89% | Add |
| 2 | VUG | Vanguard Growth ETF | +7.5% | +111.21% | Add |
| 3 | ✓ | Leucadia Natl CORP | -0.2% | — | Unchanged |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | -9.8% | +18.68% | Add |
| 5 | HEDJ | Wisdomtree Europe Hedged Equ | -18.9% | -48.33% | Trim |
| 6 | HEZU | Ishares Currency Hedged Msci | — | NEW | New buy |
| 7 | UBS | UBS Group AG | — | NEW | New buy |