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 | 55.57% | — | -0.37% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 18.52% | — | -0.40% | |
| 3 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 9.72% | — | -1.59% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 9.54% | — | -1.51% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.23% | — | +3.84% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 0.42% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | -0.37% | Trim |
| 2 | IJS | Ishares S&p Small-cap 600 Va | 0% | -0.40% | Trim |
| 3 | MUB | Ishares National Muni Bond E | — | — | Unchanged |
| 4 | VGK | Vanguard Ftse Europe ETF | 0% | -1.51% | Trim |
| 5 | VPL | Vanguard Ftse Pacific ETF | -0.1% | -1.59% | Trim |
| 6 | VNQ | Vanguard Real Estate ETF | -0.4% | +3.84% | Add |