CIK: 0001954126
Total reported value
$278.9M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 37.89% | -0.75% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 9.63% | — | — | |
| 3 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-Tech | 6.55% | -0.35% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.85% | +0.06% | — | |
| 5 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 5.47% | +0.03% | — | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 5.46% | +0.11% | — | |
| 7 | FIDI | Fidelity Intl Hi Div ETF | ETF-Other | 5.27% | +0.09% | — | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-Other | 5.15% | +0.79% | — | |
| 9 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 4.24% | -0.01% | — | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 3.03% | +0.02% | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.00% | +0.09% | — | |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.50% | -1.13% | — | |
| 13 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 2.26% | — | — | |
| 14 | MGC | Vanguard Mega Cap ETF | ETF-Other | 1.42% | +0.31% | — | |
| 15 | PFFD | Global X US Preferred ETF | ETF-Other | 1.42% | -1.19% | — | |
| 16 | AAPL | Apple INC | Stock-Tech | 0.69% | -0.05% | — | |
| 17 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.17% | -0.02% | — |