CIK: 0001802119
Total reported value
$247.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 50.46% | -0.51% | +1.40% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 35.27% | +0.78% | +4.86% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.22% | +0.19% | +11.60% | |
| 4 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.56% | — | +8.75% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.36% | +0.03% | -5.24% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.68% | -0.12% | -0.06% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.37% | — | +3.68% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.28% | -0.19% | — | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.67% | +0.01% | -6.23% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.13% | — | — |