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 | 51.34% | -0.51% | -0.90% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 35.86% | +0.78% | +2.18% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.44% | +0.19% | +5.38% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.02% | +0.03% | +2.06% | |
| 5 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.66% | — | -19.93% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.58% | -0.12% | +97.52% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.41% | -0.19% | +12.36% | |
| 8 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.90% | — | -18.90% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.64% | +0.01% | -26.16% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.13% | — | — |