06/30/2019
Top Buys
- Name% Change
06/30/2019
Top Sells
- Name% Change
06/30/2019
13F Holdings Summary
- Stock% Port
- BND Vanguard Total Bond Market ... 44.2934%
- BIV Vanguard Intermediate-Term ... 40.8994%
- VCLT Vanguard Long-Term Corporat... 14.8071%
06/30/2019
13F Sector Allocation Over Time
06/30/2019
13F Activity
- Market Value $301.591 Million
- Prior Market Value $292.425 Million
- New Purchases0 stocks
- Additional Purchases0 stocks
- Sold out of0 stocks
- Reduced holdings in0 stocks
- Top 10 Holdings % 100.00 %
- Turnover % [1]:%
- Turnover Alt % [2]: %
- Time Held Top20:18.00 quarters
- Time Held Top10:18.00 quarters
- Time Held All:18.00 quarters
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
Fund Metrics
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Risk/Reward Analysis
Portfolio Market Cap Analysis
Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15
| Performance for Q1 2019: | 3.45% |
| Performance Last 4 Quarters: | 6.61% |
Performance Metrics
Stats are not available for the latest quarter
