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 | 51.11% | — | +3.30% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 32.50% | — | +6.18% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.87% | — | +7.37% | |
| 4 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.79% | — | -1.56% | |
| 5 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 2.51% | — | -10.81% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.00% | — | -6.71% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.26% | — | -4.16% | |
| 8 | AAPL | Apple INC | Stock-Tech | 0.36% | — | -3.18% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | +2.03% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | — | -19.52% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — |