+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 | 19,660 | $2.2M | 31.54% | — |
| 2 | iShares Core MSCI EAFE ETF | 46432F842 | Apr 2024 | 10,650 | $765K | 11.13% | — |
| 3 | Invesco S&P 500 Low Volatility ETF | 46138E354 | Apr 2024 | 11,440 | $729K | 10.60% | — |
| 4 | iShares MSCI USA Min Vol Factor ETF | 46429B697 | Apr 2024 | 9,000 | $724K | 10.53% | — |
| 5 | iShares Core U.S. Aggregate Bond ETF | 464287226 | Apr 2024 | 4,990 | $475K | 6.91% | — |
| 6 | Invesco S&P International Developed Low Volatility ETF | 46138E230 | Apr 2024 | 14,180 | $386K | 5.61% | — |
| 7 | Invesco S&P MidCap Low Volatility ETF | 46138E198 | Apr 2024 | 7,010 | $382K | 5.55% | — |
| 8 | iShares MSCI EAFE Min Vol Factor ETF | 46429B689 | Apr 2024 | 5,490 | $381K | 5.54% | — |
| 9 | iShares Core MSCI Emerging Markets ETF | 46434G103 | Apr 2024 | 3,550 | $183K | 2.67% | — |
| 10 | Invesco S&P SmallCap Low Volatility ETF | 46138G102 | Apr 2024 | 4,150 | $177K | 2.57% | — |
| 11 | SPDR SSGA US Small Cap Low Volatility Index ETF | 78468R887 | Apr 2024 | 1,620 | $172K | 2.50% | — |
| 12 | iShares MSCI Emerging Markets Min Vol Factor ETF | 464286533 | Apr 2024 | 1,620 | $91K | 1.32% | — |
| 13 | Invesco S&P Emerging Markets Low Volatility ETF | 46138E297 | Apr 2024 | 3,720 | $87K | 1.27% | — |
| 14 | iShares TIPS Bond ETF | 464287176 | Apr 2024 | 780 | $82K | 1.20% | — |
| 15 | JP MORGAN PRIME VAR 12/50 | N/A | Apr 2024 | 3,330 | $3K | 0.05% | STIV |