CIK: 0001976751
Total reported value
$20.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 28.19% | +1.23% | +18.26% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 19.18% | -0.49% | +15.76% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.79% | +0.20% | +17.66% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 9.09% | +0.15% | +20.52% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.07% | +0.14% | +21.76% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 7.29% | +0.10% | +21.29% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.46% | +0.10% | +21.84% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.43% | +0.07% | +21.37% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.01% | +0.03% | +20.09% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.49% | +0.09% | +21.42% |