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 | 30.12% | -1.07% | -1.82% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.89% | +0.21% | -0.82% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.44% | +0.03% | +7.58% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.26% | +0.26% | +0.36% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 12.18% | -0.06% | +3.58% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 6.70% | +0.41% | +1.54% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.07% | -0.03% | — | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.00% | -0.03% | — | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.76% | — | — | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.58% | — | +1.01% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.54% | -0.02% | -3.01% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.47% | -0.01% | -1.05% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.41% | — | — | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.29% | -0.01% | -3.93% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.28% | -0.01% | +4.92% |