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 | 55.62% | — | -2.06% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 18.18% | — | -1.57% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.46% | — | -1.81% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 9.34% | — | -0.70% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.98% | — | -0.72% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VPL | Vanguard Ftse Pacific ETF | +0.2% | -0.70% | Trim |
| 2 | VNQ | Vanguard Real Estate ETF | +0.2% | -0.72% | Trim |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -2.06% | Trim |
| 4 | MUB | Ishares National Muni Bond E | — | — | Unchanged |
| 5 | VGK | Vanguard Ftse Europe ETF | -0.2% | -1.81% | Trim |
| 6 | IJS | Ishares S&p Small-cap 600 Va | -0.3% | -1.57% | Trim |