+15
New
15
Positions
| # | Name | Ticker | Since | Shares | Value | % Port | Cat |
|---|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Total U.S. Stock Market ETF | 464287150 | Apr 2024 | 17,260 | $1.9M | 26.50% | — |
| 2 | iShares Core U.S. Aggregate Bond ETF | 464287226 | Apr 2024 | 14,870 | $1.4M | 19.72% | — |
| 3 | iShares Core MSCI EAFE ETF | 46432F842 | Apr 2024 | 9,630 | $691K | 9.63% | — |
| 4 | Invesco S&P 500 Low Volatility ETF | 46138E354 | Apr 2024 | 9,740 | $620K | 8.64% | — |
| 5 | iShares MSCI USA Min Vol Factor ETF | 46429B697 | Apr 2024 | 7,680 | $618K | 8.60% | — |
| 6 | iShares MSCI EAFE Min Vol Factor ETF | 46429B689 | Apr 2024 | 5,080 | $352K | 4.90% | — |
| 7 | Invesco S&P International Developed Low Volatility ETF | 46138E230 | Apr 2024 | 12,890 | $351K | 4.88% | — |
| 8 | Invesco S&P MidCap Low Volatility ETF | 46138E198 | Apr 2024 | 6,320 | $344K | 4.79% | — |
| 9 | iShares TIPS Bond ETF | 464287176 | Apr 2024 | 2,360 | $249K | 3.47% | — |
| 10 | SPDR SSGA US Small Cap Low Volatility Index ETF | 78468R887 | Apr 2024 | 1,480 | $157K | 2.19% | — |
| 11 | iShares Core MSCI Emerging Markets ETF | 46434G103 | Apr 2024 | 2,900 | $150K | 2.09% | — |
| 12 | Invesco S&P SmallCap Low Volatility ETF | 46138G102 | Apr 2024 | 3,520 | $150K | 2.09% | — |
| 13 | iShares MSCI Emerging Markets Min Vol Factor ETF | 464286533 | Apr 2024 | 1,500 | $84K | 1.17% | — |
| 14 | Invesco S&P Emerging Markets Low Volatility ETF | 46138E297 | Apr 2024 | 3,180 | $75K | 1.04% | — |
| 15 | JP MORGAN PRIME VAR 12/50 | N/A | Apr 2024 | 0 | $0 | 0.00% | STIV |