CIK: 0001542606
Total reported value
$792.3M
Showing top 200 holdings (of 203 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 52.23% | — | -3.09% | |
| 2 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 16.79% | — | -4.38% | |
| 3 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 9.17% | — | -1.71% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 8.94% | — | -0.92% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.29% | — | -0.27% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 1.99% | — | -3.37% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.01% | — | — | |
| 8 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.49% | — | +0.35% | |
| 9 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.38% | — | -22.86% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.32% | — | — | |
| 11 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.23% | — | -40.89% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.19% | — | +8.90% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 0.16% | — | -0.26% | |
| 14 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.12% | — | -28.83% | |
| 15 | FSICUSD | Fs Kkr Capital CORP | Stock-Other | 0.12% | — | +0.00% | |
| 16 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.11% | — | +195.77% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | — | |
| 18 | HDV | Ishares Core High Dividend E | ETF-Other | 0.08% | — | — | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.07% | — | +61.65% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.07% | — | +210.71% | |
| 21 | BWFG | Bankwell Financial Group INC | Stock-Other | 0.06% | — | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.06% | — | +5.17% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.06% | — | — | |
| 24 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.05% | — | -4.58% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.04% | — | -3.55% | |
| 26 | PFE | Pfizer INC | Stock-Healthcare | 0.04% | — | +0.04% | |
| 27 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.03% | — | +5.03% | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.03% | — | — | |
| 29 | MMM | 3m Co | Stock-Industrials | 0.03% | — | — | |
| 30 | ✓ | Powershares Global ETF Trust | ETF-Other | 0.03% | — | -53.57% | |
| 31 | T | At&t INC | Stock-Comm Services | 0.03% | — | — | |
| 32 | MO | Altria Group INC | Stock-Consumer Staples | 0.03% | — | — | |
| 33 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.03% | — | — | |
| 34 | VZ | Verizon Communications INC | Stock-Comm Services | 0.03% | — | — | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.02% | — | -36.40% | |
| 36 | AAPL | Apple INC | Stock-Tech | 0.02% | — | — | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.02% | — | — | |
| 38 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.02% | — | — | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.02% | — | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.02% | — | — | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.02% | — | -69.22% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.02% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.02% | — | — | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.02% | — | — | |
| 45 | TEL | TE Connectivity plc | Stock-Tech | 0.01% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.01% | — | — | |
| 47 | HIG | Hartford Insurance Group INC | Stock-Financials | 0.01% | — | — | |
| 48 | DUK | Du Pont E I De Nemour&Co | Stock-Utilities | 0.01% | — | — | |
| 49 | MQY | Blackrock Muniyield Quality | Stock-Other | 0.01% | — | — | |
| 50 | WPC | Wp Carey INC | Stock-Real Estate | 0.01% | — | — |