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 | 51.72% | -0.51% | -0.18% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 34.95% | +0.78% | +2.07% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.36% | +0.19% | +0.96% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.03% | -0.19% | -0.96% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.80% | +0.03% | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.64% | -0.12% | -0.14% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.16% | +0.01% | -0.10% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 0.20% | — | — | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.15% | — | — |