CIK: 0001802837
Total reported value
$49.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 62.87% | +2.62% | -35.76% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 37.13% | -1.52% | -32.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +3.3% | -35.76% | Trim |
| 2 | VEA | Vanguard Ftse Developed ETF | +2.3% | -32.20% | Trim |
| 3 | VWO | Vanguard Ftse Emerging Marke | — | EXIT | Sold out |