CIK: 0001519921
Total reported value
$16.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 20.21% | — | — | |
| 2 | HDV | Ishares Core High Dividend E | ETF-Other | 15.06% | — | — | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 14.07% | — | — | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 13.20% | — | — | |
| 5 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 12.49% | — | — | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 11.40% | — | -71.68% | |
| 7 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 7.38% | — | — | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.42% | — | -49.97% | |
| 9 | SHCRUSD | Sharecare INC | Stock-Other | 0.77% | — | — |