CIK: 0001519921
Total reported value
$16.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XLV | Ss Health Care Select Sector | ETF-Other | 29.20% | — | -28.88% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 14.84% | — | -45.15% | |
| 3 | HDV | Ishares Core High Dividend E | ETF-Other | 11.35% | — | — | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 10.89% | — | — | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 10.39% | — | — | |
| 6 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 9.16% | — | -7.93% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.62% | — | — | |
| 8 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 5.44% | — | — | |
| 9 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.67% | — | — | |
| 10 | SHCRUSD | Sharecare INC | Stock-Other | 0.44% | — | — |