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 | 48.65% | — | -0.54% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 29.32% | — | +1.85% | |
| 3 | SCHR | Schwab Intermediate-term US | ETF-Other | 7.68% | — | -4.20% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 5.59% | — | +3.98% | |
| 5 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-Other | 3.30% | — | -20.47% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.57% | — | -19.72% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.27% | — | -3.76% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | — | +234.73% | |
| 9 | AAPL | Apple INC | Stock-Tech | 0.33% | — | +1.25% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | — | — |