Market Value
$0
Holdings
31
New Purchases
0
Added To
0
Closed
31
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 7 | $0 | 0% |
| Large Cap | 18 | $0 | 0% |
| Mid Cap | 4 | $0 | 0% |
| Small Cap | 2 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$285.3B
Median Market Cap
$68.2B
Avg P/E
28.0
Median P/E
26.9
Avg Dividend Yield
0.02%
Avg Beta
0.84
# Stocks
4
# ETFs / Funds
27
Top Holdings (31 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | —% | — | — | — | -$6M | -125,999 | -100.0% | SOLD |
| 2 | PG | —% | — | — | — | -$312K | -2,175 | -100.0% | SOLD |
| 3 | JNJ | —% | — | — | — | -$421K | -2,033 | -100.0% | SOLD |
| 4 | AAPL | —% | — | — | — | -$1M | -4,224 | -100.0% | SOLD |
| 5 | BND | —% | — | — | — | -$1M | -15,119 | -100.0% | SOLD |
| 6 | IAGG | —% | — | — | — | -$8M | -153,494 | -100.0% | SOLD |
| 7 | IXUS | —% | — | — | — | -$1M | -16,002 | -100.0% | SOLD |
| 8 | DFAR | —% | — | — | — | -$1M | -49,529 | -100.0% | SOLD |
| 9 | DFAI | —% | — | — | — | -$8M | -214,986 | -100.0% | SOLD |
| 10 | BSV | —% | — | — | — | -$13M | -163,758 | -100.0% | SOLD |
| 11 | DFAE | —% | — | — | — | -$2M | -73,716 | -100.0% | SOLD |
| 12 | IVV | —% | — | — | — | -$4M | -5,543 | -100.0% | SOLD |
| 13 | SCZ | —% | — | — | — | -$1M | -18,637 | -100.0% | SOLD |
| 14 | RSP | —% | — | — | — | -$936K | -4,888 | -100.0% | SOLD |
| 15 | VTI | —% | — | — | — | -$2M | -7,078 | -100.0% | SOLD |
| 16 | PM | —% | — | — | — | -$311K | -1,940 | -100.0% | SOLD |
| 17 | BNDX | —% | — | — | — | -$266K | -5,511 | -100.0% | SOLD |
| 18 | EFAV | —% | — | — | — | -$1M | -15,637 | -100.0% | SOLD |
| 19 | EEM | —% | — | — | — | -$298K | -5,450 | -100.0% | SOLD |
| 20 | IJH | —% | — | — | — | -$15M | -224,097 | -100.0% | SOLD |
| 21 | SCHD | —% | — | — | — | -$334K | -12,174 | -100.0% | SOLD |
| 22 | VIG | —% | — | — | — | -$6M | -29,011 | -100.0% | SOLD |
| 23 | IEMG | —% | — | — | — | -$404K | -6,011 | -100.0% | SOLD |
| 24 | USRT | —% | — | — | — | -$205K | -3,599 | -100.0% | SOLD |
| 25 | VCIT | —% | — | — | — | -$374K | -4,465 | -100.0% | SOLD |
| 26 | DFAS | —% | — | — | — | -$487K | -6,987 | -100.0% | SOLD |
| 27 | IJS | —% | — | — | — | -$527K | -4,634 | -100.0% | SOLD |
| 28 | IEFA | —% | — | — | — | -$2M | -18,388 | -100.0% | SOLD |
| 29 | STIP | —% | — | — | — | -$7M | -67,576 | -100.0% | SOLD |
| 30 | VGIT | —% | — | — | — | -$8M | -140,848 | -100.0% | SOLD |
| 31 | VTC | —% | — | — | — | -$10M | -131,901 | -100.0% | SOLD |