CIK: 0001797135
Total reported value
$227.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.25% | +0.27% | — | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 5.23% | — | — | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 4.85% | -0.51% | — | |
| 4 | ABBV | Abbvie INC | Stock-Healthcare | 4.15% | -0.36% | — | |
| 5 | AAPL | Apple INC | Stock-Tech | 4.00% | -0.51% | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.91% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.39% | -0.72% | — | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.25% | -0.15% | — | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.94% | +0.18% | — | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.92% | — | — | |
| 11 | ABT | Abbott Laboratories | Stock-Healthcare | 2.62% | -0.54% | — | |
| 12 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.60% | -0.23% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.59% | -0.63% | — | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.55% | — | — | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.53% | — | — | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.36% | +0.09% | — | |
| 17 | SYK | Stryker CORP | Stock-Healthcare | 2.14% | -0.16% | — | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.03% | +0.19% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.27% | — | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.69% | — | — | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.58% | -0.09% | — | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.47% | — | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 1.43% | -0.27% | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.35% | — | — | |
| 25 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.31% | — | — | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 1.27% | -0.38% | — | |
| 27 | CVX | Chevron CORP | Stock-Energy | 1.26% | +0.34% | — | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.23% | — | — | |
| 29 | INDA | Ishares Msci India ETF | ETF-Other | 1.21% | — | — | |
| 30 | CAT | Caterpillar INC | Stock-Industrials | 1.18% | +0.22% | — | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.12% | +0.07% | — | |
| 32 | DEM | Wisdomtree Emerging Markets | ETF-Emerging Markets | 1.08% | -0.30% | — | |
| 33 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | — | — | |
| 34 | CRM | Salesforce INC | Stock-Tech | 0.88% | -0.28% | — | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | — | — | |
| 36 | UNH | Unitedhealth Group INC | Stock-Healthcare | 0.73% | — | — | |
| 37 | AMAT | Applied Materials INC | Stock-Tech | 0.72% | +0.18% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.70% | — | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.12% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | +0.13% | — | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | -0.17% | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.58% | — | — | |
| 43 | PEP | Pepsico INC | Stock-Consumer Staples | 0.57% | — | — | |
| 44 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.56% | — | — | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | +0.15% | — | |
| 46 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.53% | — | — | |
| 47 | HON | Honeywell International INC | Stock-Industrials | 0.49% | +0.10% | — | |
| 48 | LOW | Lowe's Cos INC | Stock-Consumer Disc | 0.48% | — | — | |
| 49 | PANW | Palo Alto Networks INC | Stock-Tech | 0.47% | -0.09% | — | |
| 50 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.06% | — |