PS
Portfolio Solutions Portfolio holdings
AUM
$792M
1-Year Est. Return
18.53%
This Fund
S&P 500
1 Year Est. Return
-18.53%
AUM
$783M
AUM Growth
+$144K
(+0.02%)
Holding
57
Top Buys
| 1 | +$72.9M | |
| 2 | +$9.82M | |
| 3 | +$8.75M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.88M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$7.43M |
Top Sells
| 1 | +$10M | |
| 2 | +$3.96M | |
| 3 | +$2.6M | |
| 4 |
iShares California Muni Bond ETF
CMF
|
+$1.98M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.6M |
Sector Composition
| 1 | Industrials | 0.09% |
| 2 | Financials | 0.09% |
| 3 | Energy | 0.03% |
| 4 | Technology | 0.03% |
| 5 | Consumer Discretionary | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Apple
AAPL
$3.75T
| $242K | 0.03% |
+1,769
|
|
||
52
Schwab US Large-Cap Growth ETF
SCHG
$50.2B
| $236K | 0.03% |
16,300
+20
|
|
||
53
iShares MSCI EAFE ETF
EFA
$71.9B
| $228K | 0.03% |
3,650
|
|
||
54
Vanguard FTSE Emerging Markets ETF
VWO
$109B
| $212K | 0.03% |
5,088
|
|
||
55
Amazon
AMZN
$2.32T
| – | – |
-1,900
|
|
||
56
Vanguard ESG US Stock ETF
ESGV
$11.4B
| – | – |
-2,868
|
|
||
|
HDV
57
iShares Core High Dividend ETF
HDV
$13.2B
| – | – |
-1,965
|
|