CIK: 0001568158
Total reported value
$6.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 16.80% | -3.32% | — | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 16.62% | -3.23% | — | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 15.74% | — | — | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 11.66% | -2.21% | — | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.52% | -2.13% | — | |
| 6 | IDV | Ishares International Select | ETF-Other | 10.24% | -2.13% | — | |
| 7 | ✓ | Proshares | Stock-Other | 9.73% | -6.77% | — | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.69% | -2.55% | — |