CIK: 0001542606
Total reported value
$792.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 54.92% | — | -0.35% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 18.61% | — | -3.18% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.80% | — | +0.63% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 9.72% | — | +2.26% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.45% | — | +7.49% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 0.50% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +0.6% | +0.63% | Add |
| 2 | VPL | Vanguard Ftse Pacific ETF | +0.3% | +2.26% | Add |
| 3 | VNQ | Vanguard Real Estate ETF | -0.2% | +7.49% | Add |
| 4 | IJS | Ishares S&p Small-cap 600 Va | -0.3% | -3.18% | Trim |
| 5 | VTI | Vanguard Total Stock Mkt ETF | -0.9% | -0.35% | Trim |
| 6 | MUB | Ishares National Muni Bond E | — | NEW | New buy |