+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 | 25,800 | $2.8M | 27.78% | — |
| 2 | iShares Core U.S. Aggregate Bond ETF | 464287226 | Apr 2024 | 16,640 | $1.6M | 15.48% | — |
| 3 | iShares Core MSCI EAFE ETF | 46432F842 | Apr 2024 | 14,480 | $1.0M | 10.15% | — |
| 4 | Invesco S&P 500 Low Volatility ETF | 46138E354 | Apr 2024 | 15,040 | $958K | 9.36% | — |
| 5 | iShares MSCI USA Min Vol Factor ETF | 46429B697 | Apr 2024 | 11,900 | $957K | 9.35% | — |
| 6 | iShares MSCI EAFE Min Vol Factor ETF | 46429B689 | Apr 2024 | 7,490 | $519K | 5.07% | — |
| 7 | Invesco S&P International Developed Low Volatility ETF | 46138E230 | Apr 2024 | 18,900 | $514K | 5.02% | — |
| 8 | Invesco S&P MidCap Low Volatility ETF | 46138E198 | Apr 2024 | 9,400 | $512K | 5.00% | — |
| 9 | iShares TIPS Bond ETF | 464287176 | Apr 2024 | 2,670 | $282K | 2.75% | — |
| 10 | Invesco S&P SmallCap Low Volatility ETF | 46138G102 | Apr 2024 | 5,560 | $237K | 2.31% | — |
| 11 | iShares Core MSCI Emerging Markets ETF | 46434G103 | Apr 2024 | 4,510 | $233K | 2.28% | — |
| 12 | SPDR SSGA US Small Cap Low Volatility Index ETF | 78468R887 | Apr 2024 | 2,190 | $232K | 2.27% | — |
| 13 | iShares MSCI Emerging Markets Min Vol Factor ETF | 464286533 | Apr 2024 | 2,040 | $114K | 1.12% | — |
| 14 | Invesco S&P Emerging Markets Low Volatility ETF | 46138E297 | Apr 2024 | 4,800 | $113K | 1.10% | — |
| 15 | JP MORGAN PRIME VAR 12/50 | N/A | Apr 2024 | 29,943 | $30K | 0.29% | STIV |