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 | 55.51% | — | -1.67% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 18.52% | — | -1.40% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.66% | — | -1.72% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 9.11% | — | +2.18% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.77% | — | +0.67% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | — | -47.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +0.6% | +0.67% | Add |
| 2 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -1.40% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.67% | Trim |
| 4 | VPL | Vanguard Ftse Pacific ETF | -0.1% | +2.18% | Add |
| 5 | VGK | Vanguard Ftse Europe ETF | -0.2% | -1.72% | Trim |
| 6 | MUB | Ishares National Muni Bond E | -0.4% | -47.98% | Trim |