| Ticker | % Inc. |
|---|---|
| ishares russell 2000 etf | 27.22 |
| ishares core us aggregate bond etf | 17.98 |
| vanguard total bond market etf | 16.22 |
| vanguard tax-exempt bond etf | 16.05 |
| ishares national muni bond etf | 15.28 |
| ishares 1000 value etf | 0.83 |
| Ticker | % Reduced |
|---|---|
| spdr s&p 500 etf trust | -20.56 |
| ishares s&p 500 index fund | -13.43 |
| ishares core msci emerging mkt idx | -9.93 |
| spdr s&p emerging asia pacific etf | -6.98 |
| ishares russell 1000 growth idx fund | -6.6 |
| vanguard msci eurpe equity idx fund | -5.96 |
| ishares russell 3000 index | -5.89 |
| ishares msci eafe index fund | -5.53 |
| Sector | % |
|---|---|
| Others | 100 |
| Category | % |
|---|---|
| UNALLOCATED | 100 |
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 12.1 % | |
| IJR | 10.3 % | |
| CWI | 10.0 % | |
| EMGF | 9.8 % | |
| ACWV | 9.4 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| EMGF | 20.7 M | |
| IJR | 18.7 M | |
| IJR | 12.2 M | |
| IBCE | 12.0 M | |
| IJR | 11.7 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
This heatmap illustrates the top 50 positions within the fund's portfolio.
| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares iboxx $ high yield corp bd etf | 1.35 | 324,455 | 26,160,800 | reduced | -0.09 | ||
| AAXJ | ishares jp morgan usd em mkts bd etf | 1.20 | 240,731 | 23,177,600 | unchanged | 0.00 | ||
| AAXJ | ishares national muni bond etf | 0.96 | 173,172 | 18,548,500 | added | 15.28 | ||
| ACWV | ishares msci canada | 2.28 | 815,733 | 43,992,500 | reduced | -3.85 | ||
| BIV | vanguard total bond market etf | 9.59 | 2,499,910 | 185,168,000 | added | 16.22 | ||
| CWI | spdr s&p emerging asia pacific etf | 1.64 | 228,873 | 31,760,800 | reduced | -6.98 | ||
| EMGF | ishares core msci emerging mkt idx | 11.04 | 3,173,690 | 213,335,000 | reduced | -9.93 | ||
| IBCE | ishares core msci eafe etf | 14.35 | 3,097,600 | 277,111,000 | reduced | -1.74 | ||
| IJR | ishares 1000 value etf | 14.41 | 1,323,060 | 278,292,000 | added | 0.83 | ||
| IJR | ishares core us aggregate bond etf | 12.46 | 2,410,120 | 240,723,000 | added | 17.98 | ||
| IJR | ishares russell 1000 growth idx fund | 9.70 | 395,667 | 187,269,000 | reduced | -6.6 | ||
| IJR | ishares s&p 500 index fund | 7.42 | 209,190 | 143,282,000 | reduced | -13.43 | ||
| IJR | ishares russell 2000 etf | 5.30 | 416,172 | 102,445,000 | added | 27.22 | ||
| IJR | ishares msci eafe index fund | 1.43 | 287,873 | 27,644,400 | reduced | -5.53 | ||
| IJR | ishares russell 3000 index | 1.17 | 58,578 | 22,660,900 | reduced | -5.89 | ||
| SPY | spdr s&p 500 etf trust | 0.28 | 7,829 | 5,338,750 | reduced | -20.56 | ||
| VEU | vanguard msci eurpe equity idx fund | 4.47 | 1,033,120 | 86,379,500 | reduced | -5.96 | ||
| VTEB | vanguard tax-exempt bond etf | 0.95 | 364,720 | 18,341,800 | added | 16.05 | ||