CIK: 0001849336
Total reported value
$312.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 50.59% | — | — | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 31.71% | — | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.99% | — | — | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 4.33% | — | — | |
| 5 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 2.70% | — | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.31% | — | — | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.41% | — | — | |
| 8 | AAPL | Apple INC | Stock-Tech | 0.35% | — | — | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | — | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | — | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — |