PS
Portfolio Solutions Portfolio holdings
AUM
$792M
1-Year Est. Return
18.53%
1 Year Est. Return
-18.53%
AUM
$792M
AUM Growth
+$9.06M
(+1.2%)
Holding
57
Top Buys
| 1 | +$26.5M | |
| 2 | +$9.08M | |
| 3 | +$6.2M | |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
+$5.39M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$5.21M |
Top Sells
| 1 | +$5.96M | |
| 2 | +$5.8M | |
| 3 | +$2.57M | |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$2.1M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.18M |
Sector Composition
| 1 | Healthcare | 0.42% |
| 2 | Financials | 0.09% |
| 3 | Industrials | 0.07% |
| 4 | Technology | 0.04% |
| 5 | Energy | 0.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.85B
| $235K | 0.03% |
2,531
|
|
||
52
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
| $228K | 0.03% |
16,320
+20
|
|
||
53
Schwab US REIT ETF
SCHH
$8.39B
| $213K | 0.03% |
11,384
-1,648
|
|
||
54
Amazon
AMZN
$2.27T
| $212K | 0.03% |
+1,880
|
|
||
55
3D Systems Corp
DDD
$399M
| $105K | 0.01% |
+13,115
|
|
||
56
iShares MSCI EAFE ETF
EFA
$68.2B
| – | – |
-3,650
|
|
||
57
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| – | – |
-5,088
|
|