CIK: 0001519921
Total reported value
$16.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | USSG | Xtrackers Msci USA Sele Eqty | ETF-Other | 21.32% | — | — | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 18.04% | — | — | |
| 3 | SUSL | Ishares Esg Msci USA Leaders | ETF-Other | 17.77% | — | — | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 13.45% | — | — | |
| 5 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 11.34% | — | — | |
| 6 | XLV | Ss Health Care Select Sector | ETF-Other | 9.79% | — | — | |
| 7 | HDV | Ishares Core High Dividend E | ETF-Other | 7.82% | — | — | |
| 8 | SHCRUSD | Sharecare INC | Stock-Other | 0.46% | — | — |