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 | 30.56% | -1.07% | +0.58% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.81% | +0.21% | +0.82% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.03% | +0.03% | +1.55% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.75% | +0.26% | +1.37% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.33% | -0.06% | +0.41% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 7.27% | +0.41% | +2.46% | |
| 7 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 1.03% | -0.03% | +0.94% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | -0.03% | — | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.75% | — | +1.58% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.58% | — | +0.48% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.52% | -0.02% | -5.50% | |
| 12 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.34% | -0.01% | -25.51% | |
| 13 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.32% | — | -24.04% | |
| 14 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.28% | -0.01% | -3.30% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | -0.01% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | -0.01% | — |