CIK: 0001910475
Total reported value
$10.7B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 23.02% | — | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 21.21% | — | — | |
| 3 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 7.52% | — | — | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.00% | — | — | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 6.91% | — | — | |
| 6 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 4.63% | — | — | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 3.95% | — | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.99% | — | — | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.71% | — | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.49% | — | — | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.29% | — | — | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.15% | — | — | |
| 13 | COMT | Ishares Gsci Commodity Dynam | ETF-Commodities | 1.72% | — | — | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.70% | — | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | — | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.28% | — | — | |
| 17 | AAPL | Apple INC | Stock-Tech | 1.09% | — | — | |
| 18 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.06% | — | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.79% | — | — | |
| 20 | UBER | Uber Technologies INC | Stock-Industrials | 0.61% | — | — | |
| 21 | QCOM | Qualcomm INC | Stock-Tech | 0.55% | — | — | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.47% | — | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | — | |
| 24 | TWLO | Twilio INC - A | Stock-Tech | 0.39% | — | — | |
| 25 | TSLA | Tesla INC | Stock-Consumer Disc | 0.34% | — | — | |
| 26 | ILMN | Illumina INC | Stock-Healthcare | 0.32% | — | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.29% | — | — | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.20% | — | — | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.20% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | — | — | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.16% | — | — | |
| 32 | ✓ | Pavmed INC | Stock-Other | 0.02% | — | — |