Total Positions
2
Quarter
2024 Q3
Top Holding
IEFA (74.2%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-2 of 2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IEFA
ISHARES TR
|
ETF | 74.20% | 74.48% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
671,206 | $52,387,628 | 2019 Q4 | 13F Filing | 2024-09-30 | 2024-11-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 25.80% | 25.52% |
#2
Prev: #2
|
10.0 | 451 | 0.5% |
P
S
|
91,966 | $18,214,786 | 2021 Q4 | 13F Filing | 2024-09-30 | 2024-11-14 (Est.) |
Showing 1-2 of 2 holdings