CIK: 0001845620
Total reported value
$40.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 58.83% | -2.85% | -10.53% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 23.67% | -1.35% | +1.11% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 10.66% | -0.51% | +0.67% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 2.11% | — | -75.12% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.91% | — | — | |
| 6 | GNR | State Street Spdr S&p Global | ETF-Other | 1.33% | +4.95% | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.88% | — | -37.24% | |
| 8 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.35% | -0.98% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.26% | — | +66.93% |