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 | 48.14% | -0.51% | +0.32% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 39.86% | +0.78% | +3.49% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.15% | +0.19% | -4.52% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.80% | -0.19% | +112.04% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.93% | +0.03% | -1.23% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.51% | -0.12% | +1.96% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.11% | +0.01% | +78.22% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | -0.05% | — | |
| 9 | AAPL | Apple INC | Stock-Tech | 0.15% | -0.01% | — | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.13% | — | — |