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 | 52.17% | — | -2.44% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 28.65% | — | -5.66% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 6.52% | — | +24.10% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.77% | — | -0.31% | |
| 5 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 2.26% | — | -2.47% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.24% | — | +104.03% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.32% | — | -2.84% | |
| 8 | AAPL | Apple INC | Stock-Tech | 0.34% | — | -15.10% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | +0.21% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | — | -23.75% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | — | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.12% | — | — |