CIK: 0001801470
Total reported value
$70.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 57.25% | — | — | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 31.12% | — | — | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-Other | 11.63% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | -24.5% | — | Unchanged |
| 2 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 3 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | Sold out |
| 4 | TIP | Ishares Tips Bond ETF | — | NEW | New buy |