+17
New
17
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | iShares Core U.S. Aggregate Bond ETF | 464287226 | Apr 2024 | 29,130 | $2.8M | 26.78% | — |
| 2 | iShares Core S&P Total U.S. Stock Market ETF | 464287150 | Apr 2024 | 20,370 | $2.2M | 21.68% | — |
| 3 | iShares Core MSCI EAFE ETF | 46432F842 | Apr 2024 | 11,620 | $834K | 8.05% | — |
| 4 | Invesco S&P 500 Low Volatility ETF | 46138E354 | Apr 2024 | 11,730 | $747K | 7.21% | — |
| 5 | iShares MSCI USA Min Vol Factor ETF | 46429B697 | Apr 2024 | 9,170 | $738K | 7.12% | — |
| 6 | iShares TIPS Bond ETF | 464287176 | Apr 2024 | 5,420 | $572K | 5.52% | — |
| 7 | Invesco S&P MidCap Low Volatility ETF | 46138E198 | Apr 2024 | 7,710 | $420K | 4.05% | — |
| 8 | Invesco S&P International Developed Low Volatility ETF | 46138E230 | Apr 2024 | 15,380 | $418K | 4.04% | — |
| 9 | iShares MSCI EAFE Min Vol Factor ETF | 46429B689 | Apr 2024 | 5,990 | $415K | 4.01% | — |
| 10 | iShares Core MSCI Emerging Markets ETF | 46434G103 | Apr 2024 | 3,790 | $196K | 1.89% | — |
| 11 | Invesco S&P SmallCap Low Volatility ETF | 46138G102 | Apr 2024 | 4,560 | $194K | 1.87% | — |
| 12 | SPDR SSGA US Small Cap Low Volatility Index ETF | 78468R887 | Apr 2024 | 1,780 | $189K | 1.82% | — |
| 13 | Vanguard Short-Term Bond ETF | 921937827 | Apr 2024 | 2,130 | $162K | 1.56% | — |
| 14 | iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | Apr 2024 | 3,610 | $130K | 1.25% | — |
| 15 | Vanguard Total International Bond ETF | 92203J407 | Apr 2024 | 2,660 | $129K | 1.24% | — |
| 16 | Invesco S&P Emerging Markets Low Volatility ETF | 46138E297 | Apr 2024 | 4,220 | $99K | 0.96% | — |
| 17 | iShares MSCI Emerging Markets Min Vol Factor ETF | 464286533 | Apr 2024 | 1,690 | $95K | 0.91% | — |