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 | 30.06% | -1.07% | -0.46% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 19.11% | +0.21% | +1.34% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-Other | 13.32% | +0.03% | +4.44% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 12.15% | +0.26% | +0.30% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 11.70% | -0.06% | +5.69% | |
| 6 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 7.40% | +0.41% | +0.35% | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.99% | -0.03% | — | |
| 8 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.92% | -0.03% | +0.97% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.73% | — | +0.46% | |
| 10 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.55% | — | — | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.52% | -0.02% | -1.72% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.52% | +0.15% | +38.10% | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 0.36% | +0.14% | +130.38% | |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.33% | -0.01% | — | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 0.32% | — | — | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.25% | -0.01% | — | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.25% | -0.01% | +6.81% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | -0.01% | — | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.17% | -0.03% | — | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | — |