CIK: 0001715304
Total reported value
$5.4B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 36.37% | +3.41% | NEW | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 28.81% | -4.48% | -0.14% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 10.88% | -0.12% | -10.10% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-Other | 5.71% | — | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 5.71% | -3.08% | — | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.85% | -0.11% | -6.29% | |
| 7 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 3.85% | -0.10% | -5.34% | |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 1.52% | -0.02% | -7.88% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.22% | +0.03% | — | |
| 10 | BSCK | Invesco Bulletshares 2020 Co | ETF-Other | 0.96% | — | — | |
| 11 | ✓ | Stock-Other | 0.75% | — | -6.19% | ||
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.35% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | -43.8% | — | Unchanged |
| 2 | GVI | Ishares Intermediate Governm | -44.8% | — | Unchanged |
| 3 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 4 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 5 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 6 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | New buy |
| 7 | ACWV | Ishares Msci Global Min Vol | — | NEW | New buy |
| 8 | EFAV | Ishares Msci Eafe Min Vol Fa | — | NEW | New buy |
| 9 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 10 | BSCK | Invesco Bulletshares 2020 Co | — | NEW | New buy |
| 11 | ✓ | — | NEW | New buy | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |