CIK: 0001729242
Total reported value
$228.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 43.17% | — | -0.26% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-Other | 24.27% | — | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 21.49% | +12.73% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.07% | -12.73% | -29.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACWI | Ishares Msci Acwi ETF | +3% | -0.26% | Trim |
| 2 | VNQ | Vanguard Real Estate ETF | +1.4% | — | Unchanged |
| 3 | IEFA | Ishares Core Msci Eafe ETF | -1.2% | -11.20% | Trim |
| 4 | IVV | Ishares Core S&p 500 ETF | -3.3% | -29.32% | Trim |