CIK: 0001757706
Total reported value
$405.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 31.12% | — | — | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 27.82% | — | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 13.30% | — | — | |
| 4 | KRE | Ss Spdr S&p Regional Bank | ETF-Other | 8.08% | — | — | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.60% | — | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.84% | +0.01% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.92% | +0.18% | — | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.17% | — | — | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.13% | — | — | |
| 10 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 0.85% | — | — | |
| 11 | T | At&t INC | Stock-Comm Services | 0.65% | — | — | |
| 12 | PFF | Ishares Preferred & Income S | ETF-Other | 0.48% | — | — | |
| 13 | FPAYQ | Flexshopper INC | Stock-Other | 0.02% | — | — |