| Ticker | $ Bought |
|---|---|
| vanguard index fds | 88,825,700 |
| berkshire hathaway inc del | 16,592,400 |
| ishares tr | 16,476,800 |
| vanguard tax-managed fds | 14,707,300 |
| vanguard star fds | 10,454,200 |
| vanguard bd index fds | 6,477,080 |
| vanguard bd index fds | 6,462,890 |
| spdr s&p 500 etf tr | 4,392,120 |
| Sector | % |
|---|---|
| Others | 95.1 |
| Technology | 2 |
| Financial Services | 1.3 |
| Category | % |
|---|---|
| UNALLOCATED | 95.1 |
| MEGA-CAP | 2.3 |
| LARGE-CAP | 2 |
| Index | % |
|---|---|
| Others | 95.1 |
| S&P 500 | 4.3 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| 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 | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.30 | 2,516 | 640,649 | new | |||
| AAXJ | ishares tr | 1.81 | 40,692 | 3,871,810 | new | |||
| AAXJ | ishares tr | 0.22 | 4,840 | 460,720 | new | |||
| ACWF | ishares tr | 1.53 | 70,312 | 3,284,270 | new | |||
| AMPS | ishares tr | 0.45 | 7,859 | 962,335 | new | |||
| BA | boeing co | 0.11 | 1,067 | 230,291 | new | |||
| BIL | spdr series trust | 1.11 | 43,133 | 2,386,550 | new | |||
| BIL | spdr series trust | 0.94 | 83,957 | 2,009,930 | new | |||
| BIL | spdr series trust | 0.60 | 12,221 | 1,277,220 | new | |||
| BIV | vanguard bd index fds | 3.03 | 82,944 | 6,477,080 | new | |||
| BIV | vanguard bd index fds | 3.02 | 81,902 | 6,462,890 | new | |||
| BIV | vanguard bd index fds | 1.67 | 48,005 | 3,570,130 | new | |||
| BK | bank new york mellon corp | 0.94 | 18,436 | 2,008,790 | new | |||
| BNDW | vanguard scottsdale fds | 0.77 | 16,790 | 1,642,400 | new | |||
| BOND | pimco etf tr | 0.16 | 6,638 | 347,035 | new | |||
| CB | chubb limited | 0.33 | 2,483 | 700,827 | new | |||
| DFAC | dimensional etf trust | 0.49 | 22,653 | 1,044,760 | new | |||
| EMGF | ishares inc | 0.11 | 2,964 | 237,742 | new | |||
| EMGF | ishares inc | 0.10 | 3,219 | 212,196 | new | |||
| EMR | emerson elec co | 0.17 | 2,792 | 366,255 | new | |||