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 | 56.08% | — | -1.22% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 18.63% | — | +0.66% | |
| 3 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.91% | — | +7.28% | |
| 4 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 8.88% | — | +4.60% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.07% | — | -5.05% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IJS | Ishares S&p Small-cap 600 Va | +1% | +0.66% | Add |
| 2 | VNQ | Vanguard Real Estate ETF | +0.2% | -5.05% | Trim |
| 3 | MUB | Ishares National Muni Bond E | 0% | — | Unchanged |
| 4 | VGK | Vanguard Ftse Europe ETF | -0.2% | +7.28% | Add |
| 5 | VPL | Vanguard Ftse Pacific ETF | -0.4% | +4.60% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -1.22% | Trim |