CIK: 0001898145
Total reported value
$165.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 29.64% | -1.07% | +2.79% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 21.01% | +0.21% | +3.45% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.44% | +0.03% | +2.89% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.68% | -0.06% | +1.84% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.55% | +0.26% | +4.34% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 7.33% | +0.41% | +3.27% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.95% | -0.03% | — | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.78% | — | +28.90% | |
| 9 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.57% | — | — | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.31% | -0.01% | — | |
| 11 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.27% | -0.01% | — | |
| 12 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.26% | -0.03% | +4.00% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.21% | — | — |