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 | 29.36% | +1.23% | -11.49% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 18.88% | -0.49% | -2.93% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.63% | +0.20% | -9.94% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 8.95% | +0.14% | -4.57% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.89% | +0.15% | -5.13% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 7.15% | +0.10% | -3.72% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.34% | +0.10% | -4.66% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 5.32% | +0.07% | -4.03% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 4.03% | +0.03% | -2.98% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.45% | +0.09% | — |