CIK: 0001729242
Total reported value
$228.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 52.56% | — | +30.10% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 39.30% | +12.73% | NEW | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.75% | -12.73% | +58.93% | |
| 4 | DOCN | Digitalocean Holdings INC | Stock-Tech | 0.28% | — | — | |
| 5 | WMS | Advanced Drainage Systems In | Stock-Industrials | 0.11% | — | — |