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 | 55.06% | — | -0.93% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 18.50% | — | +0.56% | |
| 3 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 9.77% | — | +4.26% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.58% | — | +6.15% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.67% | — | -7.53% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VPL | Vanguard Ftse Pacific ETF | +0.9% | +4.26% | Add |
| 2 | VGK | Vanguard Ftse Europe ETF | +0.7% | +6.15% | Add |
| 3 | MUB | Ishares National Muni Bond E | 0% | — | Unchanged |
| 4 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | +0.56% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | -0.4% | -7.53% | Trim |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -1% | -0.93% | Trim |