CIK: 0001733456
Total reported value
$133.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 4.70% | — | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.61% | — | — | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.56% | — | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.39% | — | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.36% | — | — | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.24% | — | — | |
| 7 | SCHK | Schwab 1000 Index ETF | ETF-Large Cap & Growth | 4.20% | — | — | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 4.19% | — | — | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 4.18% | — | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.12% | — | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.12% | — | -10.49% | |
| 12 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 4.05% | — | — | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 4.02% | — | — | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.91% | — | — | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 3.63% | — | — | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.62% | — | — | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.17% | — | — | |
| 18 | OPER | Clearshares Ultra-short Matu | ETF-Other | 2.88% | — | +0.25% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.88% | — | — | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.76% | — | — | |
| 21 | GVI | Ishares Intermediate Governm | ETF-Other | 2.71% | — | — | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.71% | — | — | |
| 23 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.69% | — | — | |
| 24 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 2.37% | — | +35.83% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.19% | — | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.42% | — | — | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.17% | — | — | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.10% | — | — | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.00% | — | — | |
| 30 | PFF | Ishares Preferred & Income S | ETF-Other | 0.99% | — | +113.59% | |
| 31 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.97% | — | +64.83% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.82% | — | — | |
| 33 | IAUUSD | Ishares Gold Trust | ETF-Commodities | 0.79% | — | — | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | — | — |