CIK: 0001260101
Total reported value
$27.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 25.82% | — | +4.95% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 25.82% | — | +6.15% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 17.30% | — | +13.14% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 16.48% | — | +12.70% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 14.59% | — | +11.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | +0.8% | +13.14% | Add |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.7% | +12.70% | Add |
| 3 | MGV | Vanguard Mega Cap Value ETF | +0.6% | +11.73% | Add |
| 4 | BIV | Vanguard Intermediate-term B | -1% | +6.15% | Add |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | -1% | +4.95% | Add |