Daily Report: 03/15/2025 09:30 PM PT
Rebalance Evaluation at Market Close: 02/28/2025
Rebalance Effective at Market Close: 03/04/2025
Symbol | Weight | ETF Name |
HYS | 10% | PIMCO 0-5 Year High Yield Corp Bond ETF |
ITOT | 10% | iShares Core S&P Total US Stk Mrkts ETF |
IWP | 10% | iShares Russell MidCap Growth ETF |
RPG | 10% | Invesco S&P 500 Pure Growth ETF |
ILCG | 10% | iShares MorningStar Growth ETF |
IGM | 15% | iShares Expanded Technology Sector ETF |
KBWB | 20% | Invesco KBW Bank ETF |
IAT | 15% | iShares US Regional Banks ETF |