+14
New
14
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Total U.S. Stock Market ETF | 464287150 | Apr 2024 | 31,820 | $3.5M | 24.26% | — |
| 2 | iShares Core U.S. Aggregate Bond ETF | 464287226 | Apr 2024 | 36,410 | $3.5M | 23.98% | — |
| 3 | iShares Core MSCI EAFE ETF | 46432F842 | Apr 2024 | 18,290 | $1.3M | 9.08% | — |
| 4 | Invesco S&P 500 Low Volatility ETF | 46138E354 | Apr 2024 | 18,300 | $1.2M | 8.06% | — |
| 5 | iShares MSCI USA Min Vol Factor ETF | 46429B697 | Apr 2024 | 14,150 | $1.1M | 7.87% | — |
| 6 | Invesco S&P International Developed Low Volatility ETF | 46138E230 | Apr 2024 | 24,590 | $669K | 4.63% | — |
| 7 | Invesco S&P MidCap Low Volatility ETF | 46138E198 | Apr 2024 | 12,270 | $668K | 4.62% | — |
| 8 | iShares MSCI EAFE Min Vol Factor ETF | 46429B689 | Apr 2024 | 9,360 | $649K | 4.49% | — |
| 9 | iShares TIPS Bond ETF | 464287176 | Apr 2024 | 5,880 | $621K | 4.29% | — |
| 10 | Invesco S&P SmallCap Low Volatility ETF | 46138G102 | Apr 2024 | 7,370 | $314K | 2.17% | — |
| 11 | iShares Core MSCI Emerging Markets ETF | 46434G103 | Apr 2024 | 6,000 | $310K | 2.14% | — |
| 12 | SPDR SSGA US Small Cap Low Volatility Index ETF | 78468R887 | Apr 2024 | 2,800 | $297K | 2.05% | — |
| 13 | iShares MSCI Emerging Markets Min Vol Factor ETF | 464286533 | Apr 2024 | 2,940 | $165K | 1.14% | — |
| 14 | Invesco S&P Emerging Markets Low Volatility ETF | 46138E297 | Apr 2024 | 6,790 | $159K | 1.10% | — |