ETF:OCIO | Additions & Removals | ClearShares OCIO ETF

OCIO additions & removals

Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.

Additions

TickerIssuerObserved dateChange
VCSHVanguard Short-Term Corporate2026-02-28Added / first present
VGTVanguard Information Technolog2026-02-28Added / first present
VGSHVanguard Short-Term Treasury E2026-02-28Added / first present
VWO 3 C62N/A2026-02-28Added / first present
VUG 3 C495N/A2026-02-28Added / first present
VOO 3 C665N/A2026-02-28Added / first present
SPY 3 C719N/A2026-02-28Added / first present
XLK 3 C150N/A2026-02-28Added / first present
QQQ 3 C635N/A2026-02-28Added / first present
EFA 3 C110N/A2026-02-28Added / first present
BNDVanguard Total Bond Market ETF2025-11-30Added / first present
VGITVanguard Intermediate-Term Tre2025-11-30Added / first present
IJHiShares Core S&P Mid-Cap ETF2025-11-30Added / first present
XLKState Street Technology Select2025-11-30Added / first present
VUG 12 C510N/A2025-11-30Added / first present
IEF 12 C99N/A2025-11-30Added / first present
VOO 12 C650N/A2025-11-30Added / first present
VTV 12 C195N/A2025-11-30Added / first present
IVV 12 C705N/A2025-11-30Added / first present
SPY 12 C700N/A2025-11-30Added / first present
VTI 12 C345N/A2025-11-30Added / first present
XLK 12 C305N/A2025-11-30Added / first present
QQQ 12 C645N/A2025-11-30Added / first present
IEFiShares 7-10 Year Treasury Bon2025-08-31Added / first present
VGTVanguard Information Technolog2025-08-31Added / first present
USMViShares MSCI USA Min Vol Facto2025-08-31Added / first present
VYMVanguard High Dividend Yield E2025-08-31Added / first present
QQQ 9 C615N/A2025-08-31Added / first present
SPY 9 C670N/A2025-08-31Added / first present
VOO 9 C615N/A2025-08-31Added / first present
IEF 9 C98N/A2025-08-31Added / first present
IVV 9 C670N/A2025-08-31Added / first present
VUG 9 C480N/A2025-08-31Added / first present
IEI 9 C120N/A2025-08-31Added / first present
VGT 9 C725N/A2025-08-31Added / first present
IEIiShares 3-7 Year Treasury Bond2025-05-31Added / first present
TIPiShares TIPS Bond ETF2025-05-31Added / first present
STIPiShares 0-5 Year TIPS Bond ETF2025-05-31Added / first present
BILSSPDR Bloomberg 3-12 Month T-Bi2025-05-31Added / first present
SPY 6 C625N/A2025-05-31Added / first present
VOO 6 C575N/A2025-05-31Added / first present
VCSH 6 C79N/A2025-05-31Added / first present
QQQ 6 C555N/A2025-05-31Added / first present
VTI 6 C307.5N/A2025-05-31Added / first present
VUG 6 C440N/A2025-05-31Added / first present
EFA 6 C93N/A2025-05-31Added / first present
SHViShares Short Treasury Bond ET2025-02-28Added / first present
IWPiShares Russell Mid-Cap Growth2025-02-28Added / first present
RSPInvesco S&P 500 Equal Weight E2025-02-28Added / first present
TBLLInvesco Short Term Treasury ET2025-02-28Added / first present
SPY 3 C630N/A2025-02-28Added / first present
VOO 3 C580N/A2025-02-28Added / first present
XLK 3 C250N/A2025-02-28Added / first present
VTI 3 C307.5N/A2025-02-28Added / first present
VUG 3 C435N/A2025-02-28Added / first present
VGT 3 C655N/A2025-02-28Added / first present
BILSPDR Bloomberg 1-3 Month T-Bil2024-11-30Added / first present
BNDVanguard Total Bond Market ETF2024-11-30Added / first present
VWO 12 C48N/A2024-11-30Added / first present
VOO 12 C570N/A2024-11-30Added / first present
SPY 12 C614N/A2024-11-30Added / first present
IVV 12 C620N/A2024-11-30Added / first present
XLK 12 C245N/A2024-11-30Added / first present
EFA 12 C81N/A2024-11-30Added / first present
VTI 12 C305N/A2024-11-30Added / first present
QQQ 12 C525N/A2024-11-30Added / first present
VUG 12 C420N/A2024-11-30Added / first present
VGT 12 C635N/A2024-11-30Added / first present
EYLDCambria Emerging Shareholder Y2024-08-31Added / first present
CGVConductor Global Equity Value2024-08-31Added / first present
SPYSPDR S&P 500 ETF Trust2024-08-31Added / first present
BILSPDR Bloomberg 1-3 Month T-Bil2024-05-31Added / first present
EMXCiShares MSCI Emerging Markets2024-05-31Added / first present
SPMOInvesco S&P 500 Momentum ETF2024-05-31Added / first present
HEFAiShares Currency Hedged MSCI E2024-05-31Added / first present
VNQVanguard Real Estate ETF2024-02-29Added / first present
EFAiShares MSCI EAFE ETF2024-02-29Added / first present
VGITVanguard Intermediate-Term Tre2024-02-29Added / first present
AGGiShares Core U.S. Aggregate Bo2024-02-29Added / first present
XLKTechnology Select Sector SPDR2024-02-29Added / first present
SHYiShares 1-3 Year Treasury Bond2024-02-29Added / first present
GVIiShares Intermediate Governmen2024-02-29Added / first present
AGGHSimplify Aggregate Bond ETF2024-02-29Added / first present
USFRWisdomTree Floating Rate Treas2023-11-30Added / first present
SGOViShares 0-3 Month Treasury Bon2023-11-30Added / first present
BOXXAlpha Architect 1-3 Month Box2023-11-30Added / first present
TBLLInvesco Short Term Treasury ET2023-11-30Added / first present
XLKTechnology Select Sector SPDR2023-08-31Added / first present
VGTVanguard Information Technolog2023-05-31Added / first present
VNQVanguard Real Estate ETF2023-02-28Added / first present
IEFiShares 7-10 Year Treasury Bon2023-02-28Added / first present
TLTiShares 20+ Year Treasury Bond2023-02-28Added / first present
IEIiShares 3-7 Year Treasury Bond2023-02-28Added / first present
SCHFSchwab International Equity ET2023-02-28Added / first present
QQQInvesco QQQ Trust Series 12023-02-28Added / first present
SGOViShares 0-3 Month Treasury Bon2022-11-30Added / first present
MINTPIMCO Enhanced Short Maturity2022-08-31Added / first present
VGSHVanguard Short-Term Treasury E2022-08-31Added / first present
FLOTiShares Floating Rate Bond ETF2022-05-31Added / first present
JPSTJPMorgan Ultra-Short Income ET2022-05-31Added / first present
SHViShares Short Treasury Bond ET2022-02-28Added / first present
BILSPDR Bloomberg 1-3 Month T-Bil2022-02-28Added / first present
SHYiShares 1-3 Year Treasury Bond2022-02-28Added / first present
VNQVanguard Real Estate ETF2021-11-30Added / first present
ICFiShares Cohen & Steers REIT ET2021-11-30Added / first present
EWUiShares MSCI United Kingdom ET2021-08-31Added / first present
VYMVanguard High Dividend Yield E2021-08-31Added / first present
LQDiShares iBoxx $ Investment Gra2021-05-31Added / first present
SPYVSPDR Portfolio S&P 500 Value E2021-05-31Added / first present
VTVanguard Total World Stock ETF2021-05-31Added / first present
SCHPSchwab US TIPS ETF2021-02-28Added / first present
USHYiShares Broad USD High Yield C2021-02-28Added / first present
Mount Vernon Liquid Assets Portfolio, LLCMount Vernon Liquid Assets Portfolio, LLC2020-11-30Added / first present
SJNKSPDR Bloomberg Barclays Short2020-11-30Added / first present
IJHiShares Core S&P Mid-Cap ETF2020-11-30Added / first present
VMBSVanguard Mortgage-Backed Secur2020-08-31Added / first present
VCITVanguard Intermediate-Term Cor2020-08-31Added / first present

Removals

TickerIssuerObserved dateChange
VUG 12 C510N/A2026-02-28Removed / first absent
IEF 12 C99N/A2026-02-28Removed / first absent
VOO 12 C650N/A2026-02-28Removed / first absent
VTV 12 C195N/A2026-02-28Removed / first absent
IVV 12 C705N/A2026-02-28Removed / first absent
SPY 12 C700N/A2026-02-28Removed / first absent
VTI 12 C345N/A2026-02-28Removed / first absent
XLK 12 C305N/A2026-02-28Removed / first absent
QQQ 12 C645N/A2026-02-28Removed / first absent
VGTVanguard Information Technolog2025-11-30Removed / first absent
USMViShares MSCI USA Min Vol Facto2026-02-28Removed / first absent
QQQ 9 C615N/A2025-11-30Removed / first absent
SPY 9 C670N/A2025-11-30Removed / first absent
VOO 9 C615N/A2025-11-30Removed / first absent
IEF 9 C98N/A2025-11-30Removed / first absent
IVV 9 C670N/A2025-11-30Removed / first absent
VUG 9 C480N/A2025-11-30Removed / first absent
IEI 9 C120N/A2025-11-30Removed / first absent
VGT 9 C725N/A2025-11-30Removed / first absent
TIPiShares TIPS Bond ETF2025-08-31Removed / first absent
BILSSPDR Bloomberg 3-12 Month T-Bi2025-08-31Removed / first absent
SPY 6 C625N/A2025-08-31Removed / first absent
VOO 6 C575N/A2025-08-31Removed / first absent
VCSH 6 C79N/A2025-08-31Removed / first absent
QQQ 6 C555N/A2025-08-31Removed / first absent
VTI 6 C307.5N/A2025-08-31Removed / first absent
VUG 6 C440N/A2025-08-31Removed / first absent
EFA 6 C93N/A2025-08-31Removed / first absent
SHViShares Short Treasury Bond ET2025-05-31Removed / first absent
TBLLInvesco Short Term Treasury ET2025-05-31Removed / first absent
SPY 3 C630N/A2025-05-31Removed / first absent
VOO 3 C580N/A2025-05-31Removed / first absent
XLK 3 C250N/A2025-05-31Removed / first absent
VTI 3 C307.5N/A2025-05-31Removed / first absent
VUG 3 C435N/A2025-05-31Removed / first absent
VGT 3 C655N/A2025-05-31Removed / first absent
BILSPDR Bloomberg 1-3 Month T-Bil2026-02-28Removed / first absent
BNDVanguard Total Bond Market ETF2025-08-31Removed / first absent
VWO 12 C48N/A2025-02-28Removed / first absent
VOO 12 C570N/A2025-02-28Removed / first absent
SPY 12 C614N/A2025-02-28Removed / first absent
IVV 12 C620N/A2025-02-28Removed / first absent
XLK 12 C245N/A2025-02-28Removed / first absent
EFA 12 C81N/A2025-02-28Removed / first absent
VTI 12 C305N/A2025-02-28Removed / first absent
QQQ 12 C525N/A2025-02-28Removed / first absent
VUG 12 C420N/A2025-02-28Removed / first absent
VGT 12 C635N/A2025-02-28Removed / first absent
EYLDCambria Emerging Shareholder Y2025-05-31Removed / first absent
BILSPDR Bloomberg 1-3 Month T-Bil2024-08-31Removed / first absent
SPMOInvesco S&P 500 Momentum ETF2025-05-31Removed / first absent
VNQVanguard Real Estate ETF2024-05-31Removed / first absent
VGITVanguard Intermediate-Term Tre2025-02-28Removed / first absent
XLKTechnology Select Sector SPDR2025-05-31Removed / first absent
SHYiShares 1-3 Year Treasury Bond2026-02-28Removed / first absent
AGGHSimplify Aggregate Bond ETF2024-11-30Removed / first absent
USFRWisdomTree Floating Rate Treas2024-02-29Removed / first absent
SGOViShares 0-3 Month Treasury Bon2024-02-29Removed / first absent
BOXXAlpha Architect 1-3 Month Box2024-02-29Removed / first absent
TBLLInvesco Short Term Treasury ET2024-02-29Removed / first absent
XLKTechnology Select Sector SPDR2023-11-30Removed / first absent
VGTVanguard Information Technolog2025-05-31Removed / first absent
VNQVanguard Real Estate ETF2023-08-31Removed / first absent
IEFiShares 7-10 Year Treasury Bon2024-11-30Removed / first absent
TLTiShares 20+ Year Treasury Bond2023-08-31Removed / first absent
IEIiShares 3-7 Year Treasury Bond2025-02-28Removed / first absent
SGOViShares 0-3 Month Treasury Bon2023-02-28Removed / first absent
MINTPIMCO Enhanced Short Maturity2023-02-28Removed / first absent
VGSHVanguard Short-Term Treasury E2024-11-30Removed / first absent
FLOTiShares Floating Rate Bond ETF2024-05-31Removed / first absent
JPSTJPMorgan Ultra-Short Income ET2024-02-29Removed / first absent
SHViShares Short Treasury Bond ET2024-02-29Removed / first absent
BILSPDR Bloomberg 1-3 Month T-Bil2024-02-29Removed / first absent
SHYiShares 1-3 Year Treasury Bond2023-02-28Removed / first absent
VNQVanguard Real Estate ETF2022-08-31Removed / first absent
ICFiShares Cohen & Steers REIT ET2024-02-29Removed / first absent
EWUiShares MSCI United Kingdom ET2021-11-30Removed / first absent
VYMVanguard High Dividend Yield E2023-08-31Removed / first absent
LQDiShares iBoxx $ Investment Gra2021-08-31Removed / first absent
SPYVSPDR Portfolio S&P 500 Value E2023-08-31Removed / first absent
VTVanguard Total World Stock ETF2022-02-28Removed / first absent
SCHPSchwab US TIPS ETF2024-08-31Removed / first absent
USHYiShares Broad USD High Yield C2022-02-28Removed / first absent
SJNKSPDR Bloomberg Barclays Short2021-02-28Removed / first absent
IJHiShares Core S&P Mid-Cap ETF2023-11-30Removed / first absent
VMBSVanguard Mortgage-Backed Secur2022-02-28Removed / first absent
VCITVanguard Intermediate-Term Cor2022-05-31Removed / first absent
VCSHVanguard Short-Term Corporate2025-11-30Removed / first absent
VNQVanguard Real Estate ETF2020-08-31Removed / first absent
PFFiShares Preferred & Income Sec2022-02-28Removed / first absent
BNDVanguard Total Bond Market ETF2024-05-31Removed / first absent
FLOTiShares Floating Rate Bond ETF2020-08-31Removed / first absent
XLEEnergy Select Sector SPDR Fund2020-08-31Removed / first absent
VGITVanguard Intermediate-Term Tre2022-05-31Removed / first absent
LQDiShares iBoxx $ Investment Gra2020-11-30Removed / first absent
IJRiShares Core S&P Small-Cap ETF2023-11-30Removed / first absent
IEFAiShares Core MSCI EAFE ETF2023-11-30Removed / first absent
AGGiShares Core U.S. Aggregate Bo2022-11-30Removed / first absent
SPABSPDR Portfolio Aggregate Bond2022-05-31Removed / first absent
VEUVanguard FTSE All-World ex-US2022-05-31Removed / first absent
FGZXXFirst American Government Obli2020-11-30Removed / first absent
SCHZSchwab U.S. Aggregate Bond ETF2023-08-31Removed / first absent
BSVVanguard Short-Term Bond ETF2024-11-30Removed / first absent
BIVVanguard Intermediate-Term Bon2022-05-31Removed / first absent
IUSBiShares Core Total USD Bond Ma2023-08-31Removed / first absent
SCHKSchwab 1000 Index ETF2025-05-31Removed / first absent
IXUSiShares Core MSCI Total Intern2025-02-28Removed / first absent
USMViShares Edge MSCI Min Vol USA2025-02-28Removed / first absent
GVIiShares Intermediate Governmen2023-08-31Removed / first absent
GNMAiShares GNMA Bond ETF2021-05-31Removed / first absent
SCHDSchwab US Dividend Equity ETF2023-08-31Removed / first absent
IAUiShares Gold Trust2020-11-30Removed / first absent
SPYSPDR S&P 500 ETF Trust2023-11-30Removed / first absent

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