CIK: 0001820680
Total reported value
$258.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 23.98% | -0.47% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 18.03% | +0.01% | — | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 15.55% | +0.43% | — | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 14.06% | +0.44% | — | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 13.04% | -0.68% | — | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.20% | +0.05% | — | |
| 7 | VV | Vanguard Large-cap ETF | ETF-Other | 1.74% | -0.05% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.38% | -0.01% | — | |
| 9 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.97% | -0.02% | — | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.97% | — | — | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.47% | +0.01% | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.44% | -0.02% | — | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.41% | — | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | +0.06% | — | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | — | — | |
| 16 | AAPL | Apple INC | Stock-Tech | 0.30% | -0.04% | — | |
| 17 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.28% | — | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.22% | — | — | |
| 19 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.20% | — | — |