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 | 31.00% | -1.07% | -1.45% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.16% | +0.21% | +0.70% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.22% | +0.03% | +5.89% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.07% | +0.26% | +1.10% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.71% | -0.06% | +5.36% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 6.95% | +0.41% | +3.90% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.01% | -0.03% | -2.03% | |
| 8 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.95% | -0.03% | +1.72% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.73% | — | -0.23% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.56% | — | — | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.54% | -0.02% | — | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.40% | +0.15% | — | |
| 13 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.34% | -0.01% | +1.57% | |
| 14 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.32% | — | +5.09% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | -0.01% | -11.17% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | -0.01% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | +5.96% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | -0.03% | — | |
| 19 | SUB | Ishares Short-term National | ETF-Other | 0.17% | +0.14% | — |