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Price related data not available

Returns

Time FrameITDES&P500
1-Week Return-2.79%-3.38%
1-Month Return-1.93%-1.65%
3-Month Return3.15%3.21%
6-Month Return9.96%11.01%
1-Year Return12.24%11.85%
3-Year Return46.04%67.35%

Largest Holdings

Stock name Ticker Weight
IWB-img iShares Russell 1000 ETF
IWB
46.65%
IDEV-img iShares Core MSCI International Developed Market
IDEV
22.28%
IEMG-img iShares Core MSCI Emerging Markets ETF
IEMG
9.29%
GOVT-img iShares U.S. Treasury Bond ETF
GOVT
4.18%
USRT-img iShares Core U.S. REIT ETF
USRT
4.11%
MBB-img iShares MBS ETF
MBB
3.78%
IGLB-img iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
3.18%
IWM-img iShares Russell 2000 ETF
IWM
2.69%
IGSB-img iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
1.2%
TLH-img iShares 10-20 Year Treasury Bond ETF
TLH
1.1%

Sector Breakdown

Sector Weight
Information Technology
24.71%
Financials
15.99%
Industrials
11.06%
Consumer discretionary
9.92%
Health care
8.60%
All Others
29.72%

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