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 | 53.47% | +2.62% | -6.00% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 25.76% | -1.52% | +5.75% | |
| 3 | ✓ | Blackrock, Inc. | Stock-Other | 11.33% | -0.53% | +2.48% | |
| 4 | ✓ | Stock-Other | 9.44% | -0.56% | +3.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 2 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 3 | ✓ | Blackrock, Inc. | — | NEW | New buy |
| 4 | ✓ | — | NEW | New buy |