CIK: 0001729242
Total reported value
$228.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 43.37% | +12.73% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 34.81% | -12.73% | +287.97% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 14.60% | — | +435.38% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.22% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +27.7% | +526.31% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +14.8% | +287.97% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +8.6% | +435.38% | Add |
| 4 | VNQ | Vanguard Real Estate ETF | -10.3% | — | Unchanged |
| 5 | ACWI | Ishares Msci Acwi ETF | — | EXIT | Sold out |