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 | 91.34% | -12.73% | +28.48% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.66% | +12.73% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |