CIK: 0001519921
Total reported value
$16.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 69.49% | — | — | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 14.21% | — | — | |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 5.34% | — | — | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 4.49% | — | — | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.35% | — | — | |
| 6 | ✓ | iShares MSCI Singapore Index | Stock-Other | 3.12% | — | — | |
| 7 | EVER | EverQuote, Inc. | Stock-Other | — | — | -100.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVER | EverQuote, Inc. | -0.6% | -100.00% | Trim |
| 2 | EFA | Ishares Msci Eafe ETF | -25.2% | — | Unchanged |
| 3 | ✓ | iShares MSCI Singapore Index | -27.5% | — | Unchanged |
| 4 | FLOT | Ishares Floating Rate Bond E | -35.8% | — | Unchanged |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | New buy |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |