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 | 55.56% | — | -2.04% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 18.42% | — | -3.61% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.81% | — | -1.66% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 9.25% | — | -0.09% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.15% | — | +3.50% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 0.80% | — | +71.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | -2.04% | Trim |
| 2 | MUB | Ishares National Muni Bond E | +0.3% | +71.79% | Add |
| 3 | VGK | Vanguard Ftse Europe ETF | 0% | -1.66% | Trim |
| 4 | IJS | Ishares S&p Small-cap 600 Va | -0.2% | -3.61% | Trim |
| 5 | VNQ | Vanguard Real Estate ETF | -0.3% | +3.50% | Add |
| 6 | VPL | Vanguard Ftse Pacific ETF | -0.5% | -0.09% | Trim |