R
Rebalance Portfolio holdings
AUM
$1.47B
This Quarter Return
+7.24%
1 Year Return
+11.61%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$964M
AUM Growth
–
Cap. Flow
+$964M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.42%
Holding
140
New
140
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Broad Market ETF
SCHB
|
$132M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$105M |
| 3 |
Schwab International Equity ETF
SCHF
|
$84.9M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$67.2M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$66.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.02% |
| 2 | Financials | 0.49% |
| 3 | Industrials | 0.08% |
| 4 | Consumer Staples | 0.08% |
| 5 | Healthcare | 0.06% |
