CIK: 0001839735
Total reported value
$67.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | ETF-Other | 16.59% | — | — | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-Other | 15.85% | — | — | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 14.40% | -0.22% | — | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 10.87% | +1.52% | — | |
| 5 | AAPL | Apple INC | Stock-Tech | 10.04% | -0.77% | — | |
| 6 | BSCL | Invesco Bulletshares 2021 Co | ETF-Other | 7.92% | — | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 6.75% | -1.07% | — | |
| 8 | SCHA | Schwab US Small-cap ETF | ETF-Other | 6.46% | +0.54% | — | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 6.04% | +0.79% | NEW | |
| 10 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 5.08% | -0.17% | — |