CIK: 0001879345
Total reported value
$1.2M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 17.98% | — | -53.28% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 12.40% | — | -77.34% | |
| 3 | CGUS | Cap Group Core Equity | ETF-Other | 9.03% | — | -83.24% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.96% | — | -81.98% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 7.53% | — | -74.94% | |
| 6 | DIS | Walt Disney Co/the | Stock-Comm Services | 5.21% | — | -27.28% | |
| 7 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 4.29% | — | — | |
| 8 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.08% | — | -73.97% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.65% | — | -42.86% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.43% | — | -36.57% | |
| 11 | VCRB | Vanguard Core Bond ETF | ETF-Other | 3.40% | — | -68.30% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.36% | — | -36.25% | |
| 13 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.21% | — | — | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.17% | — | -85.34% | |
| 15 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 2.90% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | — | — | |
| 17 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 2.77% | — | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | — | -49.05% |