C
Clearshares Portfolio holdings
AUM
$133M
1-Year Est. Return
10.79%
1 Year Est. Return
+10.79%
AUM
$133M
AUM Growth
+$4.44M
(+3.5%)
Holding
38
Top Buys
| 1 | +$3.23M | |
| 2 | +$1.69M | |
| 3 | +$633K | |
| 4 |
Vanguard Value ETF
VTV
|
+$153K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$151K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab US Aggregate Bond ETF
SCHZ
$8.97B
| $2.86M | 2.15% |
105,486
+2,572
|
|
||
27
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $2.77M | 2.08% |
52,670
+1,280
|
|
||
28
Vanguard Intermediate-Term Treasury ETF
VGIT
$33B
| $2.47M | 1.85% |
36,544
+890
|
|
||
29
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $2.42M | 1.82% |
45,417
+1,106
|
|
||
30
Vanguard Total World Stock ETF
VT
$55.3B
| $1.98M | 1.48% |
19,401
+472
|
|
||
31
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$29B
| $1.96M | 1.48% |
50,362
+1,228
|
|
||
32
iShares Core S&P Small-Cap ETF
IJR
$85.1B
| $1.85M | 1.39% |
16,971
-11,406
|
|
||
33
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
| $1.85M | 1.39% |
22,438
+546
|
|
||
34
Schwab US TIPS ETF
SCHP
$14.3B
| $1.3M | 0.97% |
41,448
+1,008
|
|
||
35
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $1.26M | 0.95% |
30,440
+742
|
|
||
36
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $1.22M | 0.92% |
31,508
+768
|
|
||
37
iShares MSCI United Kingdom ETF
EWU
$2.9B
| $633K | 0.48% |
+19,613
|
|