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 | 30.72% | -1.07% | -2.19% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 20.35% | +0.21% | -2.55% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 12.54% | +0.03% | -1.21% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.49% | +0.26% | +0.97% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.41% | -0.06% | -2.29% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 7.06% | +0.41% | +2.45% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.07% | -0.03% | +353.43% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.00% | -0.03% | +3.45% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.77% | — | — | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.58% | — | +1.44% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.56% | -0.02% | — | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.48% | -0.01% | — | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.42% | — | +100.73% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.30% | -0.01% | -9.17% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.26% | -0.01% | — |