CIK: 0001729242
Total reported value
$228.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 43.59% | -12.73% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 36.97% | +12.73% | NEW | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 17.63% | — | — | |
| 4 | IOT | Samsara Inc-cl A | Stock-Tech | 1.81% | — | — |